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salma28
June 4, 2022
Question

Banking

  • June 4, 2022
  • 1 reply
  • 0 views

I'm trying to see the bank accounts and credit cards information but Banking in the navigation bar is not letting me see it. All other tabs are working but the banking tab wants me to connect to my bank account which I'm not supposed to do because I'm a student just using a Ocean design, Inc. as a sample company.

1 reply

J
JonpriL
June 4, 2022

Hi there, @salma28.

 

I'll help access your banking accounts and credit card information in QuickBooks Online.

 

Yes, it'll ask you to connect a bank or credit card account if this is the first time setting up your banking feeds. Instead, let's click the Manage connections option from the Banking page and move to the next page.

 

To give you a heads up, a page saying " You don’t have any accounts linked. " will show up since you haven't made a successful integration yet. Therefore, here's our test drive as your sample file to see how the banking page will display your accounts.

 

 

Once you've connected an account, you can start reviewing and categorizing your online transactions. Here's the reference you can read and use other features while working with banking feeds: Banking in QuickBooks Online.

 

Let me know in the comments below if you've got questions about online banking in QuickBooks. Don't forget to include my name, @JonpriL, in the comments below so that I can continue working with you. Take care always, @salma28!

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