When using Quick books must you link a bank account or credit card to the account in order to use this app?

Linking or adding your bank account to your QuickBooks Online (QBO) is optional, sjcraig7477. You can also import your data manually. Let me impart information on how bank feeds work in the program.

When you connect your banks in QBO, the transactions automatically download. All you have to do is review, categorize, or approve them. This helps you keep track of your income and expenses more efficiently and generate financial reports with ease.

You can use this reference to learn how to connect your bank and credit card accounts: Manage bank and credit card accounts in QBO. It contains steps on how to refresh and categorize downloaded bank transactions.

Moreover, here are some illuminating guides to get more familiar with QBO, how it works, and its functions:

• Get started and adjust settings after you sign up for QBO
• Step-by-step videos to learn your way around QuickBooks

You can always reach back out if you have any further questions or need additional assistance with online banking. Just select the Reply button below to add your comments. I’ll be here.

You are allowed not to use the bank feeds feature and only import data. You can also use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

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