Hi pricher,
Linking your bank accounts and credit cards to QuickBooks Online through the bank feeds is an awesome way to streamline the process of entering your transactions. QuickBooks gives you the option to link multiple accounts from multiple financial institutions. Let me explain how!
- Navigate to the Banking or Transactions tab from the left menu.
- Select Add account or Link account from the upper right corner. If you haven't connected any of your accounts yet, you can select Connect Account.
- Find your bank from the list, and select Continue.
- Enter the login credentials you use to access your online banking.
- Choose the accounts you want to connect (savings, chequing, or credit card). You can connect them all if you need.
- Select the account type from the dropdown menu. If you don't see the corresponding account, you can click + Add New to add it to your chart of accounts.
- Specify a date range for the transaction download. How far back you can go is dictated by your bank.
- Connect.
Now QuickBooks will automatically download the transactions for your newly added account, along with any other accounts you've connected. Connecting bank and credit card accounts to QuickBooks Online is a straightforward process and I'm confident you'll get your additional accounts set up with ease!
I'm here if you have any other questions. Enjoy your week!
