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May 7, 2020
Question

How do I change a bank account set up with "file upload" to "direct connection"?

  • May 7, 2020
  • 1 reply
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1 reply

AddieC
May 7, 2020

Hi there, 

 

The Bank Feeds tool is one of QuickBooks Online’s most helpful and time-saving features. If you connect an account, QuickBooks automatically downloads and categorizes your bank and credit card transactions for you. It enters the details for you so you don't have to enter transactions manually. Then all you have to do is approve the work. 
 

It sounds like you're manually uploading your transactions into your QBO account. If you'd like to sync your account for automatic uploads, the steps are quick and simple. 

Follow the steps listed in this article: Connect bank and credit card accounts to QuickBooks Online.

 

As explained in this comprehensive guide, you'll follow 3 steps:

 

Step 1: Connect a bank or credit card account

Step 2: Download and categorize your recent transactions

Step 3: Keep your accounts up to date

 

That's all there is to it. If you have any other questions, please reach out to our tech support team.

 

Have a great day!