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July 29, 2020
Question

We need help connecting with my new bank need product i have year and date etc please call

  • July 29, 2020
  • 1 reply
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1 reply

MJoy_D
July 29, 2020

I can help in adding your bank account, @flyyourfaithgall.

 

You can connect your bank account through the Banking page or the Chart of accounts. Read the following article for detailed steps: 

Connect bank and credit card accounts to QuickBooks Online.

 

After pulling up new transactions you can now categorize and match online bank transactions in your QuickBooks Online (QBO) account. 

 

Know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if bank transactions won’t download or there's a bank error

 

However, if you still like to reach to our support, you can arrange a callback from them by going to the Help icon at the top right of your QBO account. Here's the contact the QuickBooks Online Customer Support team article for more information.

 

I'm always here if you need further guidance in adding your bank account. I'm always here to assist. Have a great rest of the day!