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trentc_15-hotmai
Level 1

How to set up a bank account

can not connect bank account to quickbooks
1 Comment 1
SarahannC
Moderator

How to set up a bank account

Hello there, @trentc_15-hotmai.

 

As long as the bank account is supported by QuickBooks, you can connect your bank or credit card account into the program.

 

  1. Go to the Banking menu.
  2. Choose the Banking tab. 
  3. Tap on Link account (or Connect account if you don't have any accounts connected yet). 
  4. Search for your bank. Note: I'd recommend entering your bank's URL to easily find it.
    If you're unable to find your bank account, request support for your bank.
  5. Select Continue.
  6. Enter the username and password you use for your bank's website in the window.

 

For additional details about this process, check out Connect bank and credit card accounts to QuickBooks Online.

 

I've collected some articles that you can check for additional resources when handling your bank transactions in QuickBooks Online (QBO):

 

 

Also, if you encounter error or any issue during the process, please go back here. I'll help you with that. Take care, trentc_15-hotmai!