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January 9, 2022
Question

How do I add/link an additional bank and credit card

  • January 9, 2022
  • 1 reply
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1 reply

MaryLandT
January 9, 2022

I'm glad to provide the steps on how to link another bank or credit card to your QuickBooks Online account, rmjinvestllc-yah.

 

You can connect as many accounts as you need. Here are the steps you can follow.

 

  1. Go to Banking from the left menu, then select the Banking tab.
  2. Select Add account or Link account if you've already created one.
  3. In the search field, search for your bank, credit card, or credit union, then Continue.
  4. Follow the onscreen steps, including any additional security checks your bank might require. It may take a few minutes to connect.
  5. Select any accounts you want to connect like your savings, checking, or credit card, and  choose the account type ▼drop-down.
  6. Select how far back you want to download transactions. 
  7. Click Connect.

 

Once the account is connected, QuickBooks automatically downloads transactions. All you need to do is review and categorize them.

 

In case you're unable to connect your bank, here's what you need to do: Learn how to look up your bank when you connect it to online banking. It'll help you find your bank and what to do if you're unable to connect it.

 

Keep me posted if you have follow-up questions about linking your bank and credit card. I'm just right here always ready to help you.