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mbfisher86-gmail
Level 1

Connect to bank for old transactions

 
1 REPLY 1
JessT
Moderator

Connect to bank for old transactions

Hi mbfisher86,


Welcome, and thank you for seeking help with connecting your bank account. Let me assist you with this.


To connect your bank account, you need to have an equivalent chequing, savings, or credit card account in your Chart of Accounts. If you don't have one yet, you can follow this article to create an account: Add an account to your chart of accounts in QuickBooks Online.


After creating an account, you can follow the steps in this article to link your account: Connect bank and credit card accounts to QuickBooks Online. There's also a video tutorial available for your visual reference.


Feel free to return to this thread if you have more questions. Take care and have a good one!

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