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January 2, 2021
Question

How can I choose bank accounts to show on qb app

  • January 2, 2021
  • 1 reply
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1 reply

MJoy_D
January 3, 2021

I can provide some information on how to choose accounts that you'll want to show on QuickBooks, @STIGDUMP

 

When connecting your bank account in QuickBooks Online (QBO), you can choose the bank or credit card accounts you want to connect (savings, checking, or credit card) after providing the username and password you use for your bank's website. See this article for detailed guidance: Connect your bank feed using Open Banking.

 

Using the QuickBooks Online mobile app, you can go to the Transactions menu to select the bank account that you want to show or view the transactions with. You can categorise and match online bank transactions from here. You can also swipe right to accept the transactions from the bank. Check this article for more information: Approve bank transfer records from the bank in the QuickBooks Online app.

 

Let me know if there's anything else that I can help. I'm always here to assist. Take care and have a great rest of the day!