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October 12, 2024
Question

I have two quickbook intuit profiles i need the one that im using to file my current taxes to be able to connect to quickbooks to download my expenses?

  • October 12, 2024
  • 1 reply
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1 reply

October 12, 2024

I can definitely help you in connecting your account to QuickBooks to download your expenses, Nharvin.

 

When connecting your bank to QuickBooks, your transactions will automatically download and categorize. This will help you save time in downloading your transactions manually.

 

If you're using QuickBooks Online Simple start, Essential, or Plus, kindly follow these steps on how to add your bank account:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Login to your bank account, then select Continue
  5. Click the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
  6. Select your account type on the Account type ▼ dropdown, then select Next.
  7. 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.

 

If you're using QuickBooks Solopreneur, follow these steps:

 

  1. On the upper right corner, click the Gear icon.
  2. Select Link accounts
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Login to your bank account, then select Continue. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
  5. Select your account type on the Account type ▼ dropdown, then select Next.


Additionally, you can manually upload bank transactions in QBO incase you can't find your bank in QBO.


If you have any questions about connecting your bank, don't hesitate to post it in the Community. We're available 24/7 to assist you.