How do I link my bank account

You can link your bank account using the Link Accounts option on the Bank Transactions page, @ivcdesigns05.

Here's how:

1. Navigate to the Transactions menu and select Bank Transactions.
2. On the Bank Transactions page, click on Link Accounts.
3. Use the search box to enter your bank’s name or URL.
4. Input your banking credentials, then click Continue.

If you're unable to locate your bank, we can request support from your bank. Here's how:

1. Open the Transactions menu and go to Bank Transactions.
2. Select Link Accounts in the Bank Transactions section.
3. Search for your bank’s name. If it’s not found, you’ll see the message: "Hmm, we can't find [bank name] in our list of supported banks." Tips will be displayed to assist in searching for your account.
4. Click Request a Provider, and enter your bank’s name and web address (URL) in the fields provided.
5. Hit Request to submit the form.

In case you're unable to locate your older transactions, you can manually upload them.

I'll share this article to help you categorize the transactions you've downloaded from your bank: Categorize bank transactions in QuickBooks.

If you have any further questions regarding bank connections, feel free to comment below.