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January 29, 2023
Question

Where do I find transactions from quick books to finish setting up my bank account?

  • January 29, 2023
  • 1 reply
  • 0 views
verifying transactions for bank account set up

1 reply

January 30, 2023

Hi claudiacouroux-g,

 

Welcome to QuickBooks Community!  Using the QuickBooks Online Bank feeds, is a dynamic way to review and categorize your transactions effortlessly, so you can keep your books balanced.  I'd be glad to assist!

 

Connecting your bank accounts and credit cards is a real time saver!  Once you've connected your accounts, your transactions can be automatically updated and categorized with what you've recorded in your books.  Here's a helpful guide for your reference, to assist with connecting your accounts to QuickBooks Online.  Once the transactions have been uploaded here's how to match them.

 

If you'd like assistance with connecting your accounts, please contact us.  It would be our pleasure to navigate with you through the processes and ensure you're you're able to get back to business as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

If you have any other questions, feel free to reach back out.  We're always happy to help!