Hey there, @creece26.
I appreciate you coming back on this thread. Allow me to share some details.
I can see how beneficial this could be for you and your business. However, the best way to get the results you want are as follows:
- Connect the account through the bank feed using the steps my colleague provided above. Note: Instead of clicking "Bookkeeping," choose the Banking tab on the left-hand menu bar before doing the instructions.
- Disconnect the account so it won't be associated with online banking but will be shown in the bank feed menu.
As a future reference, check out this guide: Set up and manage your bank connection with QBO.
I hope this helps. I'm only a post away if you need me again. Take care!
