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Level 1

How to sync my bank account

dtzu
1 Comment
QuickBooks Team

How to sync my bank account

Let's take a look at this together, @AbbbA.

Here's how to get your bank account added, so we can sync it with your QuickBooks Online account:

  1. Go to the Banking menu or Transactions menu.
  2. Select Connect Account on the landing page, or select Add account or Link account if you've already created an account.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Select Continue
  5. 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.  For each account, select the account type from the dropdown. 
  6. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  7. Select Connect.

For additional information on connecting your bank account with QuickBooks Online, check out this article: Connect bank and credit card accounts to QuickBooks Online.

 

Please know I am here to help with any other questions you may have. Take care!

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