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connectedclay
March 5, 2023
Question

Vendor setup

  • March 5, 2023
  • 1 reply
  • 0 views

So I am setting up a vendor in my qbo. I have a credit card through Synchrony Bank for Discount Tire. Is it possible to make it work like a bank account in qbo? If I use the card will it automatically sync to qbo and whose infor do I use for EIN

 

1 reply

Daniela_A
Daniela_A
March 5, 2023

Help is here, @connectedclay.

 

The majority of the bank accounts can be added to QBO. We can try connecting your credit card t the banking page to verify if it is supported. You may proceed as follows:

 

  1. Go to the Banking menu.
  2. At the upper-right, click Add account if you have the old interface and Link account for the new one.
  3. Enter your bank name or the bank's URL.
  4. Click Continue and enter your bank details.
  5. Follow the onscreen instructions.
  6. In Which accounts do you want to connect? page, select the existing credit card account from the drop-down arrow.
  7. Select Connect.

 

Once verified, your credit card will automatically sync to QBO. Otherwise, you may need to manually upload your transactions in the program.

 

Please visit this article for more detailed information about the steps given above: Connect bank and credit card accounts to QuickBooks Online.

 

Once you're all set, feel free to visit these handy articles on what's next after connecting your bank account in QuickBooks:

 

 

Let me know if you have other concerns about managing your bank n QBO. I'll gladly help. Have a great day.

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