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October 27, 2021

I’m glad to help you with your banking concern, @vramca.


If you’re trying to connect your bank account to QuickBooks Online (QBO), you can follow the steps outlined below to do it:

 

  1. Go to the Banking menu, then select the Banking tab.
  2. Select Connect Account on the landing page if this is your first time connecting. Otherwise, select Add account or Link account if you've already created one.
  3. Search for your bank.
  4. Press Continue, then follow the onscreen steps to connect.


On the other hand, you can use this reference if you have issues downloading your recent transactions: What to do if you get a bank error or can't download transactions in QBO.

 

Since you want to connect with our expert, you can use this information to contact her: QuickBooks Online Support.

 

I've attached this reference to learn more about adding bank and credit card accounts: Connect bank and credit card accounts to QBO. It includes steps to categorise transactions to ensure your records are accurate.


I’ll be here to help if you need further assistance with banking. Just leave me a message. Always take care!