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April 12, 2020
Question

Link bank account

  • April 12, 2020
  • 1 reply
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1 reply

April 13, 2020

Let me guide you on how you can link your bank account in QuickBooks Online (QBO), faruqtariq_98.

 

We can connect your bank feed account through Open Banking to automatically download your recent transactions. 

 

Here's how:

 

  1. Go to Banking and select Banking.
  2. Tick Connect from the landing page. If you've already created an account choose Add account option.
  3. Search for your bank and press Continue.
  4. Choose Agree on the terms and conditions. 
  5. Follow the steps on your bank's internet banking page to authorise QuickBooks to connect to your bank account.
  6. Select the bank accounts you want to connect, and which account they will link to in QuickBooks.
  7. Push the Connect button.

For more details about this one, check out this article: Connect Your Bank Feed via Open Banking.

 

If you encounter an error message, please refer to this article to troubleshoot the issue: Open Banking Connection Errors.

 

I have a link here that provides you with articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/banking/misc/02/uk-banking?label=QuickBooks%20Online.

 

I'm just one click away if you need a hand with reconciling your accounts or any QuickBooks Online related. I'll be here to ensure your success. Keep safe and healthy.