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November 8, 2024
Question

We are having trouble linking tsb to quickbooks what can we do

  • November 8, 2024
  • 1 reply
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1 reply

November 8, 2024

Hi there, Rand. I'm glad to help you connect your bank to your QuickBooks Online (QBO) account.

 

Before I proceed, have you encountered any errors when connecting your bank? If so, I would appreciate it if you could provide further details or a screenshot of the error message. Any additional information you can provide would be greatly appreciated.

 

Furthermore, you can link your bank account by going to the bank feeds in QBO. I would be more than happy to provide you with the steps.

 

Here's how:

 

  1. Go to Transactions, then select Bank transactions.
  2. Click the Link account button.
  3. Enter the name or URL of your bank and select it.
  4. Select Continue, read through the terms and conditions, then click Agree.
  5. Click the Sign In button and enter your bank login credentials.

 

Additionally, you can categorise and reconcile your bank transactions to ensure your accounting balance is accurate.

 

Let me know if you are still facing challenges linking your bank account to QBO. I'm here to help you every step of the way.