barry-gilder-ama
Level 1

Can I connect to more than one bank?

Load additional bank account
Clark_B
QuickBooks Team

Banking

Yes, you can connect to more than one bank account, Barry. Let me provide information about this so you can connect one more bank account.

 

QuickBooks Online (QBO) allows you to synch as many bank accounts as you need, as long as your financial institution is supported. To do so, follow the steps below:

 

  1. Go to the left navigation panel, and select Transactions.
  2. Select Bank Transactions, then select Connect account or Link account.
  3. Search for your bank and sign into your bank by entering your banking username and password.
  4. Select Continue and follow the on-screen steps to connect.
  5. Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

 

For more detailed information, check this article: Connect bank and credit card accounts to QuickBooks Online.

 

In case you can't find your bank when searching, you can check this link for possible reasons, and how to submit a request: Find your bank or credit card account when you connect to online banking

 

I'll add these articles to help you categorise your transactions and guide you in reconciling your accounts to ensure the accuracy of your books:

 

 

If you have any questions about connecting multiple bank accounts, please feel free to ask me, Barry. I'm always here to assist you. Have a great day!