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How to set preferences for bank register in QB on line version?

 
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Re: How to set preferences for bank register in QB on line version?

Hello AIP56,

 

You can connect bank account to QuickBooks Online through the Banking page. Here's how to do it:

  1. Click Banking on the left menu and select the Banking tab.
  2. Click the Add account button and look for your financial institution.
  3. Enter your login credentials you use for the bank's website and click Continue.
  4. Complete the verification and select Securely connect.
  5. Choose the bank account you want to connect.
  6. Click Connect.

After that, you should be able to add or match the downloaded transactions. You can also use this article for additional reference: How to Add and Match Downloaded Banking Transactions.

 

If you're referring to something else, any additional information would be much appreciated. Thanks in advance!