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March 21, 2021
Question

I have the bank account from money. How I put this account in quickbooks?

  • March 21, 2021
  • 1 reply
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I have the bank account from money. How I put this account in quickbooks?

1 reply

Adrian_A
March 21, 2021

We can connect it to your QuickBooks account, finanzas1.

 

This way, all your bank transactions will be upload to the system. Let me guide you how:

 

  1. From the Banking tab, select Banking.
  2. Select Connect account.
  3. Enter your bank's name or URL.
  4. Select Continue.
  5. Enter your bank's credentials.
  6. Follow the onscreen steps to connect. 
  7. Select the bank or credit card accounts you want to connect.
  8. Select its account type.
  9. Select how far back you want to download transactions. 
  10. Click Connect.

 

Afterward, you're good to categorize the transactions. I've added this article as your guide: Categorize and match online bank transactions in QuickBooks Online.

 

There you have it, finanzas1.  Leave a reply if ever you have other concerns. Keep safe!