Yes, you can connect the Yorkshire bank to QuickBooks Online (QBO), @barrygrundy.
Online Banking is one of QBO's most helpful and time-saving features. If you connect an account, QuickBooks automatically downloads and categorises your bank and credit card transactions for you. It enters the details for you so you don't have to enter transactions manually.
You can follow these steps on how you can connect this bank to QBO:
- Go to the Banking menu or Transactions menu.
- Click Connect Account on the banking page, or select Add account if you've already created an account.
- Search for your bank.
- Click Continue. Then, enter the username and password you use for your bank's website in the pop-up window.
- Select the accounts you want to connect.
- For each account, choose the account type from the drop-down.
- Choose the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
- Select Connect.
Once done, QBO will automatically download your recent transactions. Then, it shows you if they match any records you’ve already entered in QuickBooks. All you have to do is approve the match or select Add to create a new record. You can follow the steps in this article to get started: Categorise and match online bank transactions in QBO.
Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.
