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vikas_kesarwani-
Level 1

How to add the bank , which is not an option in the app.

 
1 Comment 1
Rea_M
Moderator

How to add the bank , which is not an option in the app.

You can add bank accounts to QuickBooks Online (QBO) via the mobile app and on the web, vikas. I'll guide you through the process below.

 

Using the mobile app, you have the option to connect a bank account through the Menu icon. For the step-by-step guide, here's how:

 

  1. Go to Menu , then select Transactions.
  2. Select + to add an account.
  3. Search for your bank. Or choose from the list of popular banks.
  4. Select your bank from the search results.
  5. Sign in to your bank.
  6. Follow the steps to select an account to connect to.
  7. Select a QuickBooks account the bank account should map to.

 

If you're not seeing the menus mentioned above, I'd recommend uninstalling (tap and hold the app icon) and reinstalling the app. This ensures the version you'll be using is updated.

 

On the other hand, if you prefer to link your bank account through the web browser, please see this article for the complete guide: Connect and manage your bank account in QuickBooks Online.

 

Once you've connected your bank, your latest transactions will automatically download. Categorise and edit them to keep your financial data accurate.

 

Please know that I'm just a reply away if you need further assistance connecting your bank accounts in QBO. Take care, and have a good one.