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January 25, 2022
Question

Can I link my Sherwin Williams Charge account with Quickbooks Online?

  • January 25, 2022
  • 1 reply
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1 reply

January 26, 2022

Hello there, @mark288.

 

As long as the Sherwin Williams Charge account support online services for QuickBooks, you can link it to your QuickBooks Online (QBO) account. 

 

To check if your financial institution supports it, here's what you'll need to do:

  1. In the left menu, click Banking or Transactions.
  2. Go to the Banking tab.
  3. Select Connect account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
  4. Search for your bank. 

 

If you can't find your bank when you search, check the following:

  • Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
  • Use very specific names to search for your bank. If you still can't find anything, try broader names like "Citi."
  • Enter your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
  • Search for the name of the issuing bank, meaning the bank that issued your bank card. You can find the issuing bank's name on the back of your card."Chase," "HSBC," or "Bank of America" should work, but "Visa" may be too generic.

 

For more details about connecting bank accounts in QBO, see the below articles:

 

Once your transactions are in QuickBooks, you're now ready to categorize your transactions. Then, reconcile the bank account.

 

We're always here if you need further help with banking or QuickBooks. Just leave a reply below. Stay safe.