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October 5, 2024

Hi there, Naveen. Allow me to assist you in connecting your bank account in QuickBooks Online (QBO).

 

You can look for the bank account you want to add by going to your bank feeds and click Link Account.

 

Here's how:

 

  1. In your QBO account, go to Transactions.
  2. Click the Link account button.
  3. Search for the bank account you want to add or connect.
  4. If your bank doesn't show up, you can use the URL link of your bank instead.

 

However, if your bank is not showing on the list, you can submit a request to our support on the step 3 of the article for them to add it to QBO. You can also add an account in your Chart of account  to keep your account organized.

 

For the time being, you can consider having a copy of your bank statement and convert it to a CSV file, then manually download it to your QBO. 

 

Here's how:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Click the Link account ▼ dropdown, then select Upload from file
  4. Note: If your account is not connected yet to online banking, select Upload transactions.
  5. Click Drag and drop or select files and select the file you downloaded from your bank. Then, hit Continue.
  6. In the QuickBooks Account ▼ dropdown, select the account you want to upload the transactions into. Then, select Continue.
  7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  8. Choose the transactions you would like to import. Then select Continue.
  9. Click Yes, then hit Done.

 

Additionally, refer to this article to learn how to categorise bank transactions in QBO: Categorise online bank transactions in QuickBooks Online.

 

Comment back to this post if you still have concerns about connecting your bank in QBO. I'm here to help.