Settings for bank transactions download

Hi stonemanconstruc!

I can help you in downloading your bank transactions.

Let's connect your bank to QuickBooks Online so that the transactions will automatically download. Follow these steps:

1. Go to the Banking/Transactions menu and select Banking.
2. Select Connect Account or Link account, then search for your bank.
3. Tap Continue and enter the username and password. Follow the onscreen steps to connect.
4. Choose the bank accounts you want to link and the matching account from QuickBooks Online.
5. Set how far back you want to download transactions. Tap Connect.

I'd like you to check this link: Connect bank and credit card accounts to QuickBooks Online. This includes the detailed steps in linking the bank and what you should do next once the transactions are already in QuickBooks Online.

Need more references in managing your bank feeds and reconciling accounts? Visit this page: QBO Banking.

Comment below if you have other concerns. I'll be here!