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May 22, 2022

Thank you for joining the Community, kabiratopeyemi74.


I'm here to guide you in connecting your bank account to QuickBooks Online.

Some bank may not connect to QuickBooks. If your bank doesn't connect to QuickBooks, you can also consider manually upload bank transaction into QuickBooks Online.
 

To connect:

 

  1. Go to Bookkeeping, 
  2. Tap Transactions, then Banking.
  3. Select Connect account on the landing page if this is your first time connecting. Or select Link account if you've already created one.
  4. Search for your bank. You can connect most banks, even small credit unions.
  5. Click on Continue. Then sign into your bank by entering your banking username and password.
  6. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  7. 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.

 

Once your bank is connected, QuickBooks will download the last 90 days of transactions. Other banks can go back as far as 24 months.

 

After that, you can use this article as your future reference: Categorise and match online bank transactions in QuickBooks Online.

 

I'll be here if you still have other banking concerns. Take care and have a wonderful day!