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I have multiple bank accounts but can only show one in quick books

I have a few bank accounts I need to add into my quick books, I can see how I can have more than 1 bank account ? 

3 Comments
QuickBooks Team

Thank you for posting here in the Community, john.goddard...

Thank you for posting here in the Community, john.goddard.

I can help you add your other bank account in QuickBooks Online.

To connect your other accounts, you'll have to create a new one in your chart of accounts, then connect your bank from there. You must also have an online banking account to successfully connect this to QBO.

Here's how to create a new account:

  1. Go to the Gear icon and select Create a new account
  2. Click the New button. 
  3. The Account window opens.
  4. For the Detail Type drop-down menu, select Bank.
  5. Assign a name and all other information.
  6. Specify whether this is a sub-account of another account.
  7. Provide the Opening Balance of the account.
  8. Click Save and close.

Through the chart of account, here’s how to add your bank:

  1. Go back to your Chart of Accounts.
  2. Select the new account that you’ve created a while ago.
  3. From the View register (or Account history) drop-down, select Connect bank.
  4. Follow the prompts to connect your bank account.

If you have multiple accounts to connect with the same online banking credentials, you can repeat these steps for each account before moving to connect all of them at the same time.

Check this article on how to connect bank accounts and manage imported transactions for more information.

That's it. If you have any other questions or would like me to clarify anything else about adding your bank account, let me know by leaving a comment below. I'm always glad to help in any way I can.​ Have a good day. 

New Member

Re: Thank you for posting here in the Community, john.goddard...

I'm still confused.  I have been using QBO for years and never connected my bank and entered transactions manually.  I recently changed banks and while reconciling my November statement realized I needed to add the new bank and capture the rest of my November transactions.  I should  have manually set it up as a new bank but instead I added it electronically and when it loaded the new bank transactions it rolled them all into the existing check register.  Theres a good chance when I originally set this up I did not categorize it as a bank (have no idea what I had it set up under because now everything is under bank) and now I don't know how to proceed.  Can I just disconnect the new bank and have those transactions disappear and start over?

QuickBooks Team

Re: Thank you for posting here in the Community, john.goddard...

We can start over by undoing the added transactions and then disconnect the account, lkelleylcsw. 

 

Before transactions to affect your bank's register, they'll need to be categorized. You can look into your Chart of Accounts if there were transactions that we're accidentally added.

 

If the transactions are already added in your bank's register, let's undo it first and then disconnect your bank. Disconnecting the stays active in QuickBooks but stops from downloading transactions from your bank. Also, any transactions that are in the For Review tab will be deleted. 

 

Here's how to undo: 

  1. Go to the Banking page and click the blue bank tile. 
  2. Click the Reviewed tab. 
  3. Filter the dates to easily identify the transactions you want to undo. 
  4. Select multiple transactions. 
  5. Click the Undo button to undo them by batch. 

Let me show you how to disconnect the account: 

  1. Still on the Banking page, click the pencil icon at the upper-right of the blue bank tile. 
  2. Check the Disconnect this account on save box. 
  3. Click Save and Close

Reconcile the account once you've categorized and added your transactions. 

 

Keep me posted if you have further questions. I'll keep an eye on it!