Hi there,
Connecting your bank is a great way to keep track of your transactions. It's vital you're able to connect your TD bank account to QuickBooks and I'll be happy to give you a hand.
In order to successfully add your account, follow the steps below:
You'll need to go to the Banking tab from your left navigation menu.
- Select Connect from the landing page, or select Add account if you've already created an account.
- Search for your bank. You can connect most banks, even small credit unions.
- If you can’t find your bank on the list but still want to add your transactions to QuickBooks Online, you can manually upload bank transactions from a CSV file.
- Select Continue, then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes for QuickBooks Online to connect your bank account. You'll see onscreen instructions if your bank requires additional security steps.
- Select the type of account you're adding (savings, chequing, or credit card). If you have multiple accounts with the same bank or credit card, choose the type for each one you're connecting.
If you'd like to add more than one account, you'd have to follow the above process again. QuickBooks gives you an option to connect one bank at a time which allows you to separate accounts such as the chequing, credit and savings account. If you'd like to give it a try for free, check out our test drive account here.
For more info on this, check out this helpful article: Connect bank and credit card accounts to QuickBooks Online.
Let me know if you have questions by leaving a comment below. :)
