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Level 1

I can not connect my bank account with quickbook account

1 Comment
QuickBooks Team

I can not connect my bank account with quickbook account

Hello, @g3hydroseedingsn.


Connecting your bank to QuickBooks is easy. There are two ways you can do this: directly connecting your bank account from your bank's website and getting a web connect file (CSV) from your bank's website to upload into QuickBooks. Both only take a few steps to complete:


Direct Connect:

  1. In QuickBooks, go to the Banking tab, and in the top right-hand corner, choose Add Account.
  2. Search for your bank and then log in.
  3. Select or create an account for the transactions to go into and pick a date range.
  4. Follow the other onscreen steps, then hit Let's go!

Web Connect:

  1. Navigate to your bank's website, login, and download a CSV file of your transactions.
  2. In QuickBooks, locate the Banking tab, press the drop-down arrow beside Add Account, and push File Upload.
  3. Hit Browse and find the file you saved from your bank.
  4. Continue using the onscreen steps and matching the columns from your excel sheet.
  5. When the file is formatted correctly, click Let's go!

You can also check out this article on importing bank transactions that will show you how the files are formatted for uploading. 


I'm only a comment away if you have any other questions. Best wishes!

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