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November 11, 2023
Question

Can you tell me how to get my banking deposits and debits to come directly into our Quickboks account?

  • November 11, 2023
  • 1 reply
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1 reply

November 11, 2023

I'm here to help, @mcmillenchiro.

 

You can connect your bank and credit card to QuickBooks Online (QBO) to get your banking deposits and debits directly into your account. Connecting your online bank to QBO allows for automatic downloading and categorizing transactions, saving you time updating your bank feeds. Let me guide you how.

 

  1. Go to Transactions, then open the Bank transactions tab.
  2. Click the Link account button.
  3. Type in the URL or name of your bank in the Search field, then select it.
  4. Input your Sign info in the Login and Password fields, then Continue.
  5. Pick an account from the dropdown and choose a date range, then click Next.
  6. Choose your account type on the Account type dropdown, then hit Next.
  7. Map the bank account in the Existing accounts dropdown, then select Next.
  8. Click Connect, then Done.

 

For additional information on this process, you can refer to this article: Connect bank and credit card accounts to QuickBooks Online.

 

After linking your bank and credit card, you can categorize transactions and reconcile accounts. For guidance, you can refer to these articles:

 

 

If you have more concerns about getting your banking deposits and debits into your QBO account, just hit the Reply button. I'll be there to assist. Stay safe!