How do I link my bank and track cash expenses

Thank you for reaching out, Momoauto313. Connecting your bank account to QuickBooks can streamline your financial management by automatically downloads your transactions, saving you from doing it manually. I'm here to guide you through the process.

Here's how to connect your bank:

1. Navigate to the Transactions menu. Then select the Bank Transactions tab.
2. Click the New Transaction drop-down menu, then choose Link Account.
3. Enter the URL or name of your bank in the Search field, then select the bank.
4. Fill in your sign info in the Login and Password fields, then select Continue to proceed.
5. Select the bank account you wish to connect and the starting date from which you want to pull transactions using the dropdown menu. Then, select Next.
6. Choose your account type on the Account type dropdown, then click Next.
7. Map the bank account in the Existing accounts dropdown, then select Next.
8. Hit the Connect button, then select Done.

For detailed steps to connect the bank to QuickBooks, please refer to this article: Connect bank and credit card accounts to QuickBooks Online.

If you can't find your bank, you can manually upload your transactions as an alternative.

After successfully importing your transactions, the next step is to match and categorize them. This process is essential for keeping your financial records precise and current. By doing so, you'll maintain well-organized accounts and streamline your financial reporting and analysis.

Furthermore, consider utilizing our QuickBooks Live Expert Assisted service for more efficient financial management. This service offers support from professionals who can assist with transactions matching, categorization, and regular account reconciliations, allowing you more time to focus on growing your business.

If you have further questions about connecting your bank account to QuickBooks, please feel free to comment below your queries. I'm here to assist you further!