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March 29, 2021
Question

How to connect bank

  • March 29, 2021
  • 1 reply
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1 reply

Candice C
March 29, 2021

Good morning, @accounting486

 

It's great to see you back in the Community. I appreciate you coming here to get help connecting your bank to QuickBooks Online (QBO). 

 

It only takes a few easy steps in your QBO account. Don't worry. I can walk you through the steps. Here's how: 

 

  1. Go to the Banking tab on the left-hand menu bar. 
  2. Choose the Banking portion of the page. 
  3. Hit Connect Account if this is your first time connecting. Press Add account or Link account if you've already connected an account before. 
  4. Search for your bank. 
  5. Tap Continue and type in the username and password you use for the bank's website. 
  6. Follow the rest of the on-screen instructions. 

 

Moreover, this guide will provide you with some additional details on this subject: Connect bank and credit card accounts to QuickBooks Online. After you start categorizing these transactions, then you're ready to reconcile

 

These steps should do the trick to connect a bank to your QBO account. If you have any other questions, don't hesitate to ask. I value you and the success of your business. Wishing you the best of luck! 

March 29, 2021

Thank you!  It worked!