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Established Member

How do I connect to my bank account? For some reason we are losing connection

 
3 Comments
QuickBooks Team

Re: How do I connect to my bank account? For some reason we are losing connection

Hello there, @rlarocca13.

 

I'd be glad to help guide you so you'll be able to connect your bank account to QuickBooks Online (QBO) successfully.

 

To connect your bank account:

 

  1. Go to Banking at the left pane.
  2. Select Add account.c3 connect bank account1.PNG
  3. Search for your bank. c3 search for bank.....PNG
  4. Select Continuec3 continue 3.PNG
  5. Select the type of account you’re adding (savings, checking, or credit card).If you’re new to QuickBooks or don’t see the option you need in the drop-down, select + Add New to create a new account on your chart of accounts.
  6. Select how far back you want to download transactions.
  7. Select Connect.

For additional reference, you may check these articles:

 

Please feel free to add a post/comment below if you have any other questions about connecting bank account to QBO, I'll be always here to help you. Have a great day ahead!

Established Member

Re: How do I connect to my bank account?For some reason we are losing connection

Thank you

QuickBooks Team

Re: How do I connect to my bank account?For some reason we are losing connection

You're always welcome, @rlarocca13.

 

Please know that I'll always be here to help you if you have any other other QuickBooks or banking concerns in the future, just add a post on our Community page or drop a comment below.

 

In case, you have any other QuickBooks concerns in the future, you can also check our self-help articles: Help articles for QBO.

 

In addition, to stay updated with the latest QuickBooks news and updates, you can visit our website and blog.

 

Have a wonderful day ahead!