adding a bank account and online payment options

Hello s_creek,

I'm here to help connect your bank account to QuickBooks Online.

When linking an account, all you have to do is make sure you know your bank credentials like the username. From there, you can follow these steps to link the account:

1. From the Transactions tab, select Bank transactions.
2. Click Link account.
3. Select your bank's name.
4. Continue with the on-screen instructions to successfully link the account.

Once your account is connected, the system will automatically download the recent transactions and categorize the transactions.

As for processing payments online, you'll need to sign up for QuickBooks Payments account. This way, you can take and process electronically. Here's an article to know more: Connect your QuickBooks Payments to QuickBooks Online.

Furthermore, you can check these references on how you can manage downloaded entries:

• Connect bank account
• Categorize transactions

Keep me posted whenever you have concerns about processing customer payments and connecting your bank account.