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April 2, 2022
Question

My banking connection has my personal and business account balances backwards or crossed over inaccurately. Any insight?

  • April 2, 2022
  • 1 reply
  • 3 views
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1 reply

Angelyn_T
Moderator
April 2, 2022

Hi there, ChiroRick. I'll help you with your banking connection concern today.

 

To get started, may I know how your bank is connected to QuickBooks? This way, I can gather enough details to isolate the issue. 

 

Usually, if you have multiple banks (personal and business or parents and subaccounts), you need to choose how you want your transactions to be downloaded to the system. If the transactions download to one account, connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account.

 

To learn more about the process, you can open this article: About bank or credit card subaccount setup.

 

If your business and personal entries are crossing over, you may seek assistance from your accountant to review your books and keep your accounts in place. From your QBO account, you can invite one following the steps provided in this link: Invite an accountant to review your books in QuickBooks Online.

 

On the other hand, you can get more resources while handling your bank transactions in the future from our banking help articles.

 

Post again if you have any other follow-up concerns with your bank connections. I'm just a post away to help. Have a great weekend!