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lisamarieokla-gm
December 23, 2023
Question

When connecting to a bank do I enter QB or the banks username and password?

  • December 23, 2023
  • 1 reply
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A
AnneMariee
December 23, 2023
Welcome to the Community, Lisa.
 
I'm here to assist you in connecting your bank account to QuickBooks Online (QBO).
 
To get started, you'll need your bank account credentials. This includes your bank account's username and password. Once you have these details, you can follow the steps below to connect to your financial institution:
 
  1. On the left navigation panel, go to Transactions.
  2. On the Bank Transactions tab, click Link Account.
  3. In the search field, enter the URL or name of your bank and select it from the options.
  4. Enter your credentials in the Login and Password fields, then click Continue.
  5. Choose the account you want to connect and date to pull transactions from the dropdown. Then, click Next.
  6. Select your account type on the Account type dropdown, then press Next.
  • Note: Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, add a new one by clicking +Add new.
 
For more detailed instructions on connecting your bank to QBO, you can refer to this article: Connect bank and credit card accounts to QuickBooks Online.
 
Once you've connected your bank and downloaded your transactions, here's a guide on reviewing them to ensure they're under the right accounts: Categorize online bank transactions in QuickBooks Online.
 
Keep in touch if you have any other questions about connecting a bank to QBO. I'll be around to answer them. Keep safe!
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