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How to connect bank to quickbook

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QuickBooks Team

Re: How to connect bank to quickbook

I'm here to help connect your bank account to QuickBooks, kumontarneit.


Here's how:

  1. Go to the Banking tab and select Banking.
  2. Click Connect account.
  3. Search for your bank using the bank name or URL.
  4. Enter the login credentials for your online banking (Username and Password).
  5. Select the type of account you'd like to connect.
  6. Select Connect.
  7. Download your previous transactions. The number of transactions you can download depends on each bank.

That should do it. Also, check Connect bank and credit card accounts to QuickBooks Online as your reference.


Please let me know if you have other concerns. Have a great one!