Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
Select the accounts you want to connect (savings, checking, or credit card) to QuickBooks. You should see all of your accounts tied to your financial institution and can connect as many as you need.
Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
If you don't see the new bank in the drop-down menu, select + Add New. This creates a new account on your chart of accounts. Then, select Checking for the Detail type. Fill out the rest of the form. Finally, click Save and close.
To learn more about setting up parent, sub-accounts and connecting them to online banking, see the recommended articles below: