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garybarnard1404
Level 1

How do I connect my bank account to QuickBooks

 
1 REPLY 1
MaryLandT
Moderator

How do I connect my bank account to QuickBooks

Hi there, garybarnard1404,

 

I'm happy to walk you through connecting your bank account with QuickBooks Online (QBO).

 

QBO lets you sync accounts you use for both business and personal purchases. You'll just need to sort your personal expenses as you go over with the process.

 

Connect a bank or credit card account:

  1. Go to Banking from the left navigation bar.
  2. Click Connect Account on the landing page, or select Add account if you've already created an account.
    addaccountUK.PNG
  3. Choose your bank, then click Continue.
  4. For each account, select the account type from the drop-down. 
  5. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  6. Click Connect.

Once done, you can categorise and approve those transactions. 

 

You can also refer to this article: Connect bank and credit card accounts to QuickBooks Online for instructions and detailed steps.

 

Stay in touch if there's anything else you need. I'm always around to help you out.

 

Thank you and take care!

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