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August 8, 2020
Question

Hello id like to setup direct connection with my Bank of America business account

  • August 8, 2020
  • 1 reply
  • 4 views
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1 reply

Level 4
August 8, 2020

Hello, @ezcarelandscape-.

 

I'm happy to guide you today to be able to connect your account to QuickBooks Online (QBO).

 

Connecting an account QBO takes few clicks from the Banking page. Once an account is connected, 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. All you need to do is to approve the work.

 

Here's how to connect your account:

  1. Sign in to your QBO account, then click on Banking at the left pane.
  2. Select Connect Account on the landing page, or select Add account or Link account if you've already created an account.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
  5. Choose the accounts you want to connect (savings, checking, or credit card) to QuickBooks. You should see all of your accounts tied to your financial institution and can connect as many as you need.
  6. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  7. Tap Connect.

 

After this, you will be taken back to the Banking page. The For Review tab will show the downloaded transactions from your credit card account. From there, you can review, categorize, and accept transactions to QuickBooks.

 

Don't hesitate to drop a comment below if you have other questions. I'm always happy to help. Take care!