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December 13, 2024
Question

I recently added a bank account (Savings) to move excess cash to for fraud protection. How do I add that account to QBO? On-line help wasn't helpful.

  • December 13, 2024
  • 1 reply
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    1 reply

    December 13, 2024

    I'll guide you through the process of linking your bank account to QuickBooks Online (QBO) on the Transactions page, @lmliquorslex.

     

    When you connect an account, QuickBooks automatically downloads and categorizes bank transactions for you. Here's how:

     

    1. On the left panel, click Transactions. And then, select Bank transactions.

    2. Click on the Link Account tab.

    3. In the Search field, enter the URL or name of your bank, and then select your bank from the list.

    4. Enter your login credentials in the Login and Password fields, then click Continue

    5. From the dropdown, select the account you want to connect and the date to pull transactions. Then, click Next.

    6. Select your account type from the Account type dropdown menu, and click Next. Choose the account type that corresponds with your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.

     

    If you can’t find your bank, you can manually upload transactions instead. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.

     

    After connecting your bank account, you can review and categorise the downloaded bank transactions to ensure they are correctly categorized. This helps you organize your chart of accounts accurately.

     

    Please keep me posted on your progress in adding your bank account to QBO, @lmliquorslex. It's my priority to ensure your account is successfully connected. Have a pleasant day ahead.