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FateCandylaneT
QuickBooks Team

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Glad you've come to this thread, Tony. I'll ensure to get things done for you by providing you with additional insights.

 

If you're adding another banking account in QuickBooks Online, you may access the banking section in two different ways. In your case, it may be that you're currently in a Business view interface. That said, I've added screenshots for visual preferences.

 

Here's how:

 

  1. From the left menu, go to Bookkeeping and click Transactions. Then, select Bank transactions.
  2. Select Link account.
  3. In the search field, enter the name of your bank, credit card, or credit union.
  4. Select Continue. Then sign in to your bank with your user ID and password. 
  5. Follow the on-screen steps. It might include security checks your bank requires and could take a few minutes to connect.
  6. Select the accounts you want to connect, then click the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

 

add second bank account.png

 

Also, if you're in an Accountant view access, you can go to Banking and click Link account. You can refer to this article for more detailed insights: Connect bank and credit card accounts to QuickBooks Online.

 

Additionally, if you're integrating your bank account using your QBO mobile app, you can follow the steps shared by my colleague, KlentB, above.

 

Moreover, I've included this guide to help you review and match your accounts once downloaded: Categorize and match online bank transactions in QuickBooks Online.

 

Feel free to let us know if you require additional assistance connecting bank accounts in QBO. We'll get back to you and respond at any time. Have a good one!

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