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WRMMM
Level 1

Connecting Bank Accounts

Are there reasons not to connect your bank account to QUickbooks?

 

2 Comments 2
ZackE
Moderator

Connecting Bank Accounts

Welcome to the Community, WRMMM.

 

Connecting your bank accounts to QuickBooks allows you to automatically import transactions. This doesn't only save time, it also helps prevent any data entry errors that can occur with manually entering the records.

 

If you want to enter older transactions, or if your bank/credit card can't connect with QuickBooks, you can upload transactions manually.

 

I've included a couple detailed resources about both processes which may come in handy moving forward:

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful day!

Fiat Lux - ASIA
Level 15

Connecting Bank Accounts

@WRMMM 

If you are hiring an external bookkeeper/accountant, I would not recommend to use the bank feeds.

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