Skip to main content

1 reply

Feb 13, 2020 9:36 PM UTC

Hello there, @paulashworth117.

 

Let me walk you through on how to connect your bank account in QuickBooks Online.

 

Here's how:

  1. Go to the Banking menu.
  2. Click the Connect account.
  3. Enter your bank name.
  4. Click Continue and follow the on-screen instruction.

Please refer to this article for additional details: How to add and connect bank and credit card accounts.

 

Also here are the instructions to Assign, categorize, edit, and add your downloaded banking transactions. 

 

We're always here to help you out if you have other concerns.