How to connect bank to QB ?

Hi there, @lianebui.

I'll make sure you'll be able to connect bank accounts in QuickBooks Online (QBO).

When you connect your online bank in QuickBooks, transactions automatically download and categorize, saving you time. You just need to review and approve them.

Here's how to connect a bank or credit card account.

1. Go to Transactions, then select Bank transactions (Take me there).
2. Select Link Account.
3. Enter the URL or name of your bank in the Search field, then select the bank.
   Note: 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.
   Note: 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.
   Note: Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.

In addition, here's an article to learn more about default and special accounts in QBO: Manage default and special accounts in your QuickBooks Online chart of accounts.

After you've added your new bank account, you'll need to match, categorize, and reconcile them to guarantee your books are accurate and there are no duplicates:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

If you need further guidance with your bank account connection, let me know in the Reply section below. Have a great rest of the day!