How to link standard bank and NetBank

Linking and connecting banks in QuickBooks Online is super easy, Morapeli. Allow me to share the entire process with you.

First, make sure to set up the account in your Chart of Accounts. Here's how:

1. Click New in the upper-right-hand corner.
2. Type in the name of the account in the Account name field.
3. Select Cash and cash equivalents in the Account Type, then choose the Bank for Detail Type.
4. Fill in all remaining fields and select Save and Close.

After that, follow these steps on how to link the account:

1. Go to the Transactions menu, then select Bank transactions.
2. If this is the first bank account you’ve set up, select Connect account. You can also select Link account if you have already linked an account before.
3. Enter the URL or name of your bank in the Search field.
4. Select your bank, then type in your credentials in the Login and Password fields.
5. Choose Continue and select the account that you want to connect and the date to pull transactions. Then, select Next.
6. Choose the type of account in the drop-down list for Account type, then select Next.
7. Follow the subsequent prompts to successfully sync your bank account.

Here's an article that shares more details about this process: Connect bank and credit card accounts to QuickBooks Online.

Let me also add these resources to guide you through managing your bank transactions in QuickBooks Online:

• Categorise online bank transactions in QuickBooks Online
• Unmatch downloaded bank transactions or move them to another account

The entire Community is here to support you every step of the way. Whether you have follow-up when connecting accounts, assigning categories, and other tasks in QBO. We're committed to helping you make the most of QuickBooks and ensuring your financial data works for you.