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April 27, 2022
Question

It is only pulling my savings and my personal. I need my business account in QuickBooks, not my personal or savings accounts, how do I fix this?

  • April 27, 2022
  • 1 reply
  • 0 views
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1 reply

Level 5
April 27, 2022

Hello, oilfieldtrash408.

 

Thank you for posting your concern here in the Community. I'm here to help change your personal account to a business account in QuickBooks.

 

Let's manually update your bank account by toggling the Refresh all button. Let me guide you on how.

 

  1. Go to the Gear icon.
  2. Select Bank accounts.
  3. Click the Refresh all radio button a couple of times to update your bank.

 

Once it's successfully connected, you can now import your bank transactions in QBSE. This way, it'll be posted to your bank account.

 

In addition, I've added this article that'll guide you through the step on how to manage bank transactions in QBSE: Categorize transactions in QuickBooks Self-Employed.

 

Drop me a comment if you have more questions about changing your account in QuickBooks. I'm always here to lend a hand. Have a good one.