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Level 1
April 12, 2026
Question

I added a credit card to itemize expenses. Can I also add my bank account. How do I add a bank account and another credit card for itemizing expenses?

  • April 12, 2026
  • 1 reply
  • 8 views
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1 reply

JohnB5677
Level 15
April 12, 2026

If you're adding a bank account to QuickBooks.

  1. Go to Transactions
  2. Bank transactions
  3. Select Link account, and 
  4. Search for your financial institution. 
  5. Sign in with your bank account 
  6. Select the specific accounts to connect, and 
  7. Choose the transaction date range
  8. This will start automatically importing data.

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