Skip to main content

1 reply

Nicole_N
September 26, 2023

Good thing you posted your concern here. I have all the steps to help you connect your bank account in QuickBooks Online (QBO).

 

You can connect as many business and personal accounts as you want. This helps you save time so you don't have to enter anything manually. I'll guide you on how:
 

  1. Go to the Banking menu.
  2. If this is the first bank account you’ve set up, select Connect account.
  3. Search for your bank.


     
  4. Sign into your bank by entering your banking credentials. Then select Continue.
  5. Follow the on-screen 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.
  7. Then choose the matching account type from your chart of accounts in QuickBooks.

 

To learn more about the detailed process, check out this link: Connect bank and credit card accounts to QuickBooks Online.

 

Once you connect your accounts, transactions will download and categorise. You'll want to review them if they are categorised correctly.

 

If you require further assistance with the process and have additional questions, don't hesitate to leave a reply. I'll be around to answer them for you.