Could anyone provide detail instruction on how to connect to silicon valley bank (svb direct connect). I've set up the direct connect pin through my bank

Hi isabellayuan2020,

Welcome to Community!  Connecting your Silicon Valley bank can be done seamlessly so you can bet back to what you care about most.  QuickBooks Online banking features allow you to match and reconcile your account in a few simple steps once they're linked.  I'd be happy to assist!

Here's how to connect your bank:

1. From the left menu, select Banking or Transactions

2. Open the Banking tab

3. Click on Link Account, or Connect Account (if this is your first connection)

4. Search for your bank and hit Continue

5. Enter your Username and Password as you would when logging in on your bank's website

6. Follow the prompts to connect

7. Choose all of the associated accounts you'd like to link to QuickBooks Online

8. Select the matching account type from the drop-down arrows (these are related to the ones in your chart of accounts)

9. Enter the date range for how far back you'd like the transactions from

10. When finished, click Connect

Once you've connected the account, QuickBooks automatically updates your transactions so there's no need for you to enter them manually.

To download recent transactions, follow these steps:

1. Open Banking or Transactions

2. Select the Banking tab

3. Hit Update

You're all set!

For your reference, here's a detailed article forconnecting your bank and credit card accounts to QuickBooks Online.

Cheers!