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Level 1

Hello, How can I add a bank account or visa account on the bank feed?

 
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Level 7

Hello, How can I add a bank account or visa account on the bank feed?

Hey mxsahraei, 

 

I'm happy to see you're looking to take advantage of the bank feed to further streamline your bookkeeping! Connecting all your accounts only takes a few minutes, and it unlocks incredible time savings by handling most of the data entry for you. I'll be glad to help you set this up. 

 

Adding a bank or credit card account is just a few easy steps:

  1. Go to the Banking menu or Transactions menu.
  2. Select Connect Account from the landing page, or select Add account if you've already created an account.
  3. Search for your bank (try using the URL from the institution's sign-in page if you're having trouble finding it). 
  4. Select Continue, then enter the username and password you use for your bank's website in the pop-up window.
  5. Select the accounts you want to connect (savings, chequing, or credit card). QuickBooks shows all of your accounts tied to your financial institution. You can connect as many accounts as you need to.
  6. For each account, select the account type from the dropdown.
  7. Select the date range for the download.
  8. Select Connect

Check out this awesome guide for additional useful information: Connect bank and credit card accounts to QuickBooks Online

 

Let me know how this goes! I want to make sure you unlock the full power of QuickBooks, so you can have more time to run your business.