cancel
Showing results for 
Search instead for 
Did you mean: 
AbbbA
Level 1

How to sync my bank account

dtzu
1 Comment 1
Jessica_young
Moderator

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!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us