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Level 1

Connect bank account

need to connect this account to quick books
1 Comment
QuickBooks Team

Connect bank account

Hi there, henry.carla17,

Let me walk you through connecting your bank account to QuickBooks Online (QBO).

You can connect your bank accounts so you can download, categorize, and add them to QBO.

To do it, follow the steps listed below:

  1. From the left panel, select Banking.
  2. Click Add account.
  3. Enter the name of your bank account and select if from the list.
  4. Fill in the username and password you use to access from the bank's website.
  5. Click Continue.
  6. Complete the security verification steps your financial institution requires and click Securely connect.
  7. Select the Account type drop-down menu to choose either a Bank or Credit Card account.
  8. Click Connect.
  9. Once done, you can review and add your transactions.

For the screenshots and video tutorial, you can go through these articles: Online Banking Overview and How to add and connect bank and credit card accounts.

After following the solution above, you'll be able to connect your bank account to QBO.

Feel free to drop by the Community if you have other questions. Have a nice day!

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