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June 15, 2021
Question

How do I connect my QuickBooks Bank account? I am using this account for all of my banking needs. Thank you.

  • June 15, 2021
  • 1 reply
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1 reply

June 15, 2021

Hello there, losfelizgroup.

 

I have the steps to connect your bank account.

 

In QuickBooks Online, you can connect as many accounts as you want. Connecting your bank will save much of your time since you won't need to enter those transactions manually. I'll show you how.

 

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab. 
  3. Click 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. You can connect with most banks, even small credit unions.
  5. Hit Continue. Enter the username and password you use for your bank's website in the window.
  6. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  7. Choose the bank or credit card accounts you want to connect (savings, checking, or credit card). You should see all of your available accounts at your bank or credit card company.
  8. For each account, you connect, select the matching account type from the dropdowns. These are accounts on your chart of accounts in QuickBooks.
  9. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  10. Click Connect.

 

That should be it. Once those bank transactions are already downloaded, you need to match them with your QuickBooks records. Here's the guide to do it: Categorize and match online bank transactions in QuickBooks Online.

 

Just click the Reply button below if you have further questions about connecting with your bank. I'll get back to you anytime. Have a great day!