Banking

It's nice to have you here in the Community, @PridaCS. I'll help you proceed to connect your bank account to QuickBooks Online (QBO).

The easiest way to record your company's financial transactions is to connect your bank and credit card accounts to QuickBooks. Once you've already linked your bank account to QBO, your transactions are downloaded and categorized automatically. It's as simple as clicking a button to approve. To begin, these are the steps:

1. On the left navigational bar, select the Transactions tab.
2. Go to the Banking section.
3. Select the Connect account button.
   
   

For visual reference, you can refer on the screenshot below.

In case you don't see your bank on the list, you can utilize the search bar and then type the name of the bank that you are using.

I'll be  adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Online. Help articles.

Additionally, here are some articles to help you in the future:

• Learn the reconcile workflow in QuickBooks
• Reconcile an account in QuickBooks Online
• Customizing Invoices Within QuickBooks Online
  
  

I'm just a click away if you ever have other QuickBooks-related concerns. I'd be more than willing to help you and provide additional assistance. Keep safe!