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schmidtfs
July 8, 2022
Question

Bank Connection Tutorial for Clients

  • July 8, 2022
  • 1 reply
  • 0 views

Hello,

 

I need a video tutorial that i can send to my clients to they can connect their bank/credit card accounts to QBO.  Or is there a way that i can change my settings to have the same look that my clients have?

 

Thanks!

David

1 reply

Jen_D
Jen_D
July 8, 2022

Thanks for your interest with the features in QuickBooks Online, @schmidtfs.

 

At the moment, the display in QuickBooks Online is non-customizable. The default view when you purchase the product will stay the same overtime, unless there is a new display update.

 

For now, you can give this video tutorial to your clients about connecting your bank & credit card accounts to QuickBooks Online.

 

Another option is using our test drive and see if it has the same view as your clients. Then you can make your own tutorial from it. Click this link to use our sample file: https://qbo.intuit.com/redir/testdrive

 

For more video tutorials about our product, you may visit this link: https://quickbooks.intuit.com/learn-support/en-us/quickbooks-online/help-tutorial/get-started

 

Come back here if you have other concerns besides this bank tutorial concern. I'll be right here to share some insights with you. Have a nice week!

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