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April 13, 2021
Question

Need to talk to human about connecting bank account

  • April 13, 2021
  • 1 reply
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1 reply

JasroV
April 13, 2021

Welcome aboard to the Community space, @userwndell.

 

I’m more than happy to walk you through the steps on how to connect your bank and credit card account in QuickBooks Online (QBO). With just a few simple steps and you’re all good. Here’s how.

 

  1. Go to the Banking or Transactions menu.
  2. Select the Banking tab.
  3. Click Connect Account
  4. Search for your bank and select Continue
  5. Follow the on-screen steps to connect.
  6. Select how far back you want to download transactions. 
  7. Then click Connect once done.

 

You can also see this link for more details about the process: Connect bank and credit card accounts to QuickBooks Online

 

Once done, you can now review and categorize your bank transactions to the correct account. 

 

If you still wish to get in touch with our support team, you can refer to the steps provided in this article: QuickBooks Online Support. Ensure to check their Support hours to know when agents are available so you’ll be accommodated.

 

Keep me posted if you need further assistance connecting your bank or categorizing your transactions. I’ll be around more than happy to work with you again. Keep safe!