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February 11, 2021
Question

How to Link The CSB bank account

  • February 11, 2021
  • 1 reply
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1 reply

AlcaeusF
February 11, 2021

Hi @useraccounts19,

 

Welcome to the Community. I can help you link a bank account in QuickBooks Online.

 

First, you'll need to check if your bank is available to automatically download recent transactions. Here's how:

 

Here's how:

 

 

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select 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.
  4. Search for your bank (use your bank's url). 
  5. Select Continue. Enter the username and password you use for your bank's website in the window.

 

If your bank is unavailable, I recommend uploading bank transactions manually. For the detailed instructions, check out this page: Manually upload transactions into QuickBooks Online.

 

For additional reference, I've attached a link you can use to fix bank errors you may encounter in the future: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Fill me in if you have additional questions about connecting an account in QBO. I'm always here to help. Take care always.