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September 29, 2021
Question

Need help with bank feed set up

  • September 29, 2021
  • 1 reply
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has anyone set up Synovus Gateway? The link changed on Aug 20th. My info isn't linked into QB

1 reply

September 29, 2021

Let me walk you through the steps on how to connect your bank account, @maryw3.

 

In QuickBooks Online, you can set up your account for bank feeds directly from the Banking page. Let me walk you through the steps on how to accomplish this.

 

  1. Go to Transactions.
  2. Select Banking.
  3. Click Link account.
  4. Enter Synovus Gateway in the Search address.
  5. Choose the appropriate name and website of your bank account.
  6. Type in your online banking login credentials.
  7. Select your existing account.
  8. Click Connect.

 

Learn more about connecting your bank account with this article: Connect Bank and Credit Card Accounts to QuickBooks Online.

 

I'm including this reference with the steps you can use in reviewing your bank transactions to put them in the correct account: Categorize and Match Online Bank Transactions in QuickBooks Online.

 

I'm here to back you up again if you have more questions about managing your bank account and online transactions. Just leave a reply below and I'll get back to you as soon as possible. Have a good one!