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carla-equippedma
Level 1

Can you link any bank account with quickbooks?

Can you link Southwest Airlines Federal Credit Union bank to QuickBooks?
4 Comments 4
KimberlyS
QuickBooks Team

Can you link any bank account with quickbooks?

I appreciate you visiting the Community, Carla.

 

Let me share information about connecting bank accounts in QuickBooks Online.

 

You can search for your bank in QuickBooks Online to know if it can be connected to the software. Also, when connecting banks, please note that some will let you download the last 90 days of transactions while others are within 24 months.

 

Here's how you can find and connect your bank account:

 

  1. Head to Transactions, then Bank transactions.
  2. Select Link Account, then enter the URL or bank name in the Search field.
  3. Add your Sign-in details in the Login and Password fields, then Continue.
  4. Choose the account you want to connect and the date to pull the transaction from the dropdown.
  5. In the Account type dropdown, select your account type and Next.

 

Once done, proceed to Step 2 in this article to download the recent transactions: Connect bank and credit card accounts to QuickBooks Online.

 

However, you can refer to this article for guidance if you cannot find your bank: Find your bank or credit card account when you connect to online banking in QuickBooks Online or Sel....

 

On the other hand, you can review this material to help you manage your transactions to keep your book accurate:

 

 

Add a comment on this post if you have additional questions when connecting bank and credit card accounts or other related concerns in QuickBooks Online. We're always here to help.

carla-equippedma
Level 1

Can you link any bank account with quickbooks?

Thank you so much Kimberly!  

 

I appreciate your help very much,

Carla

ZackE
Moderator

Can you link any bank account with quickbooks?

Thanks for getting back with the Community, carla-equippedma.

 

I'm happy to hear KimberlyS was able to help with connecting your bank account to Online Banking.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here, or create a new thread, if there's ever any questions. The Community's always here to help. Have an awesome Thursday!

4Gal
Level 11

Can you link any bank account with quickbooks?

@carla-equippedma 

If your bank doesn't support QB yet, you can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

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