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July 17, 2021
Question

Is there option to link Kotak Mahindra corporate bank account to Quickbooks?

  • July 17, 2021
  • 1 reply
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1 reply

Angelyn_T
July 17, 2021

Hi there, Vartika.

 

Yes, QuickBooks Online (QBO) supports the connection between Kotak Mahindra bank. I'm here to guide you on how you can do it.

 

  1. Sign in to your QBO account.
  2. Click on Transactions or Banking at the left pane, then go to the Banking page.
  3. Tap on the Link account tab.
  4. Search for Kotak Mahindra or your bank's name from the search field. Otherwise, you can use your bank's URL.
  5. Select your bank account from the result.
  6. Follow the onscreen steps to complete the process.

 

For additional resources about connecting an account to QBO, you can open this link: Connect bank and credit card accounts to QuickBooks Online.

 

After connecting your account, QuickBooks downloads transactions automatically, you need to approve the way it categorised them. Here's how to review and categorising downloaded transactions.

 

If you have any other follow-up questions about the connection between QuickBooks and Kotak Mahindra, let me know by adding a comment below. I'm more than happy to help. Keep safe!