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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
7sssss
Level 1

New credit card accounts created in chart of accounts do not provide the option to connect a bank feed? I can only connect bank accounts.

This is a new migration to QBO Canada.

1 Comment 1
TrixieD
QuickBooks Team

New credit card accounts created in chart of accounts do not provide the option to connect a bank feed? I can only connect bank accounts.

Hi, 7sssss. In QuickBooks Online (QBO) Canada, the option to directly connect credit card accounts from the Chart of accounts is currently unavailable. Instead, you can link it through the Bank transactions page.

 

1. Navigate to the Bank transactions from the Accounting menu.

2. Click on the Link account.

3. Follow the prompts to select your financial institution and link your credit card account.

 

Once connected, QBO will automatically download transactions for the linked credit card, and you can begin categorizing them.

 

If you need help setting up your account, reply below. We’re here to make it easy for you

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