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September 29, 2020
Question

In QBO how do I show the bank account with all the credits and debits if the client does not give you his login information?

  • September 29, 2020
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1 reply

PatriciaT
September 29, 2020

Hi RobDale43,

 

Thanks for joining us! The Bank Feeds in QuickBooks Online is a great feature to save you time from manually entering transactions in your books. Having a good understanding of how this feature works is important. I'll be happy to share more on this.

 

After you connect your credit card or bank account in QuickBooks Online, the system automatically downloads your recent transactions for you to review. An essential step to establish a connection (or update a connection) is to insert the username and password you use for your bank's website. If you don't have this information, you wouldn't be able to connect the bank account for an automatic feed. As an alternative to this, you can import bank transactions using Excel CSV files

 

I hope this helps to clarify things for you. Feel free to stop by any time if you have other questions.