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Kristian_S
QuickBooks Team
QuickBooks Team
posted
‎March 12, 2020 11:13 AM
last updated ‎March 11, 2020 5:13 PM

Hi, I am trying to connect bank feeds but am confused as to where to start. I use Excel for all my business banking.

 
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1 Comment 1
christine_w
QuickBooks Team
QuickBooks Team
‎March 12, 2020 12:30 PM

Hi, I am trying to connect bank feeds but am confused as to where to start. I use Excel for all my business banking.

Hey Kristian-

 

Welcome to QuickBooks Online. We can connect you to your bank and download your transactions automatically. No more excel! 

 

Connecting an account is quick and easy, see below:

  1. In the navigation bar, select Banking.
  2. If you already have an account connected, click Add account in the upper right.
    1. Follow the on-screen instructions to select the bank or card you want to connect to.
      • If we ask you for your bank website's sign-in info, we'll connect the account with a standard connection.
      • If we ask you for your bank account info like its account number and branch name, we'll connect the account with a direct-feed connection.

Read more about how to add an account here: Add and connect to a bank or credit card account

 

Reply here if you have any questions. 

 

-Christine

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