How do I link bank account

Welcome to the Community space, @rrgurry. We'll help you connect your bank account inside QuickBooks Online (QBO).

To connect a bank inside your company file, you'll want to go to the Transactions tab on your left navigational bar. We'll gladly input the steps below to get you going:

1. Access your QuickBooks Online company.
2. Go to Transactions, then select Bank transactions and then select Link Account.
3. Enter the URL or name of your bank in the Search field, then select the bank. A reminder, if you can’t find your bank, you can manually upload transactions instead.
4. Enter your Sign info in the Login and Password fields, then select Continue.
5. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next. Please know some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
6. Select your account type on the Account type ▼ dropdown, then select Next. Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.
7. Map the bank account in the Existing accounts ▼ dropdown, then select Next.
8. Select Connect, then select Done. Note: You can edit the account name in the New account name field or change it later.

For more details, you can visit this page: Connect bank and credit card accounts to QuickBooks Online.

In addition, you can visit these handy articles to help you manage bank transactions and reconcile an account inside the program:

• Categorize online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

It's been a pleasure to have you here today, @rrgurry. Feel free to inform us in the comment section if you need further assistance managing bank accounts inside the program. We'll be here, and we'll help you out. Keep safe.