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December 26, 2022

It's good to have you here in the QuickBooks Community, @onokalahnnamdi-g. I'm here to show you how to sync your account in QuickBooks Online.

 

You can connect as many business and personal accounts as you want. Here's how:

 

  1. Go to Transactions, then choose Bank transactions.
  2. Select Connect account on the landing page if this is your first time connecting or Link account if you've already created one.
  3. Search for your bank. You can connect with most banks, even small credit unions.

  4. Click Continue and sign into your bank by entering your banking username and password.
  5. Follow the onscreen 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. Then choose the matching account type from your chart of accounts in QuickBooks.
  7. Choose how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  8. Select Connect.

 

From there, you can start downloading your transactions into QBO. You can check out this guide for reference: Connect bank and credit card accounts to QuickBooks Online.

 

If you're unable to connect your account, you can still import them manually uploading them to QuickBooks.

 

Once you're settled, you might want to review these handy resources to organise your transactions seamlessly:

 

 

Do you require additional assistance with connecting your accounts? Please don't hesitate to include them in your response. I'll be right there to help you whenever you need it. Keep safe!