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Welcome to the Community space, @info2281.
You can connect your Capital on Tap account through the Bank transactions page in QuickBooks Online (QBO). Here's how to do it:
1. Log in to your QBO account.
2. Go to Transactions in the left navigation bar, then click on the Bank transactions tab.
3. Select the Connect account. If you’ve already connected an account, select Link account to add another.
4. Search for "Capital on Tap" and select it, then click on Let’s go.
5. Review the terms and select Agree.
6. Sign in using your online banking credentials and follow any required security steps.
7. Choose the accounts you want to connect (current, savings, or credit card).
Once connected, QuickBooks will automatically download your transactions for you to review, categorize, and match.
Feel free to reach out if you have any additional questions.
