Let me point you in the right direction on how to handle your banking concern, Karolina.
First off, can you let us know if you encountered any issues or errors when adding your client's joint account? Any additional information will help us provide the best resolution for your banking issue.
While I wait for your reply, make sure to enter the correct login credentials and account number when connecting the account. This will help ensure transactions downloaded into QuickBooks Online (QBO) are the right ones.
If all the information is accurate, I suggest you contact our QBO Care Team for further assistance. They'll review your account setup and assist in configuring the banking connection to ensure the joint account is successfully linked to QBO.
Explore the links below for instructions on bringing your online banking entries into QBO and for steps to reconcile your account:
If you have other banking-related concerns or questions about QuickBooks, drop a comment below. We'll get back to ensure you're well taken care of.
