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September 20, 2022
Question

Does anyone have an Auswide Bank account linked to Quickbooks?

  • September 20, 2022
  • 1 reply
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Can anyone advise how this was done? thanks

1 reply

September 20, 2022

Hi ashleighbone-out,

 

Thanks for posting in the Community! 

 

Let me show you how to connect a bank account in QuickBooks Online. 

 

  1. On Transactions tab, select Banking
  2. Select Connect account or Link account.
  3. Search for your bank. 
  4. Select Continue. Then sign in to your bank by entering your banking user ID and password.
  5. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  6. Select any accounts you want to connect like your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.
  7. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  8. Select Connect.

 

Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload your bank transactions.

 

If your bank account is not showing on the list of supported bank, you can submit a request by following these steps.

 

  1. On Transactions tab, select Banking
  2. Select Connect account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

Message us back if you have any other questions. I'll be around to help. Have a great day!