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R
rapengelly-yahoo
February 6, 2024
Question

How do you link bank account

  • February 6, 2024
  • 1 reply
  • 0 views
Links expired and will not re link up

1 reply

M
Maybelle_S
February 7, 2024

I can help link your bank, rapengelly.

 

Before proceeding, may I know the name of your financial institution? This way, we can verify if there is an open investigation related. Also, can you share more details about the expired link you mentioned? Any information will help us resolve the problem.

 

If you are unable to locate your bank when searching, consider the following:

 

  • Check if you selected the correct bank listing or tried every link to ensure accuracy. Use the banking sign-in URL to verify the correct listing.
  • Your bank does not support all account types (for example, business accounts vs. personal accounts).
  • Your financial institution is not a participant.

 

If the issue persists, you may want to proceed with the steps below.

 

  1. Go to the Bookkeeping menu and click Transactions.
  2. Choose Bank Transactions.
  3. Click Connect account.
  4. Search for the name of your financial institution.
  5. If QuickBooks is still unable to find your bank, choose Request.
  6. Enter your bank's web address (URL) in the field provided, then select Request.

 

For detailed information, refer to this article: Find your bank or credit card account when you connect to online banking.

 

Once everything is good, you can review and reconcile your transactions to ensure they match your bank and credit card statements. For a detailed process, refer to these resources:

 

 

Please know that I can assist you with any banking connectivity concerns. Feel free to share them on the Community page.

R
rapengelly-yahooAuthor
February 7, 2024

Sister [Removed] is the business name. I just need to track expenses for my ministry. 

R
Rea_M
February 7, 2024

Thank you for your response, rapengelly. Managing expenses in QuickBooks Online (QBO) is straightforward. We are happy to provide you with guidance on how to do this.

 

Before we begin, I'd like to verify if you've followed the steps provided by my colleague to link your bank account in QBO. Are you still experiencing difficulties with this? Please share additional details so we can provide further assistance. 

 

You can input your expenses in QBO using bills, checks, or expenses. If you choose to record them as an expense transaction, here's how:

 

  1. Go to + New and select Expense.
  2. In the Payee field, select the supplier. 
  3. In the Payment account field, select the account you used to pay for the expense.
  4. In the Payment date field, enter the date for the expense.
  5. In the Payment method field, select how you paid for the expense.
  6. In the Category details section, select the expense account from the dropdown menu and provide a description. You can also itemise the expense by entering specific products or services in the Item details section.
  7. Enter the Amount and VAT.
  8. Select Save and close.

 

Once your bank is connected, QuickBooks will automatically download your expense transactions. You need to review and categorise them and then reconcile your account so it always matches your monthly statements.

 

Feel free to click the Reply button below if you have other banking concerns or questions about managing your expenses in QBO. We're always here to help. Have a great day.

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