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Banking
Hello, @kcervino1
Are you trying to add the second bank account using the mobile app or through your browser on a computer? If you're using a web browser on a computer, follow these steps:
- Go to the Banking.
- Select Link account.
- Enter the URL or name of your bank in the Search field, then select the bank.
- Enter your sign info in the Login and Password fields, then select Continue.
- Select the account that you want to connect and date to pull transactions from the dropdown. Then, select Next. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
- Select your account type on the Account type dropdown, then select Next. Choose the one that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.
- Follow the onscreen instructions to complete the process.
If you are using the mobile app:
- Open the app and log in to your account.
- Navigate to the section related to bank accounts or transactions.
- Click the Plus (+) icon.
- Follow the onscreen instructions to proceed.
If it's missing, you can offload app data through your phone's settings. This refreshes the app and clears any potential data conflicts. Here's how you can do it:
Android:
- Open your device settings.
- Select Apps (varies by device).
- Choose QuickBooks Online from the list, then select Storage.
- Select Clear data.
iOS:
- Head to your phone's settings.
- Choose General, then select iPhone Storage.
- Tap QuickBooks Online from the application list.
- Select Offload App.
Moreover, if you can’t find or connect your bank, you can manually upload transactions instead. After that, you can categorize them in the For Review tab.
If you encounter any issues or have further questions during the process, please don't hesitate to let us know. We're here to help and ensure you successfully add your second bank account.