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1 reply

RenjolynC
February 3, 2021

Good to see you here, userinfo70.

 

I'd be happy to give steps on how you can link your account.

 

Here's how:

 

  1. Go to the Banking menu or Transactions > Banking tab.
  2. Click Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Hit Continue. Enter the username and password you use for your bank's website in the window.
  5. Follow the on-screen instructions until you get to the page where it says to Connect.

I've got this sample screenshot for a visual reference:

 

 

I'll share this article for reference: Connect bank and credit card accounts to QuickBooks Online. You can also find other articles and guides on our general help topics page here.

 

Please post a reply if you have additional questions or other concerns with QuickBooks Online. I'm here to help you out.