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May 28, 2022
Question

I have a saving account on my quickbooks and a credit card account. But I need my checking account linked how do I do that?

  • May 28, 2022
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1 reply

Rose-A
May 28, 2022

I'm here to help keep the process of linking your checking account in QuickBooks easy and simple, Texas Tea.

 

To ensure you can link your checking account in QuickBooks Online, as an initial step, let's log in to the bank's website. Once signed in, copy the bank URLthen go back to your QuickBooks and use the link for searching the account.

 

Here's how:

 

  1. From the left menu, click Transactions and choose Banking.
  2. On the Banking page, select the Link account.
  3. In the Search field, enter the bank's URL (example: http://www.chase.com).
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

 

Once connected, QuickBooks will automatically download your most recent transactions. I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.


Let me know the result of this troubleshooting in the comment below. I need to make sure you're able to link your account so you can start running your normal business processing. Have a good day!