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July 22, 2020
Question

How do I connect my bank account with quickbooks I try to login and it would let me!

  • July 22, 2020
  • 1 reply
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1 reply

Candice C
July 22, 2020

Good Morning, @jkriss1220@gmail. 

 

Helping out with connecting bank accounts to QuickBooks Online (QBO) is my specialty.  Here are some easy steps to follow to help you connect your bank account to QBO: 

 

  1. Go to the Banking tab in the left-hand menu bar. 
  2. Select the Banking portion. 
  3. Tap Add Account near the right-hand corner in a green bubble. 
  4. Enter your bank name or URL in the search bar. 
  5. Click on your bank. 
  6. Follow the rest of the on-screen instructions with logging into your bank website to connect the account. 

 

It's a piece of cake. If this doesn't work, please provide me with some additional information about the issue. You can also check out this link if you're receiving a banking error when trying to connect your account to help fix the problem. 

 

Let me know if this helps. I'll be back around shortly!