Hey there, contact-trustpla.
I'm more than happy to show you how to add a new bank account.
Follow these steps:
- Go to the Banking menu or Transactions menu.
- Select Connect Account on the landing page, or select Add account if you've already created an account.
- Search for your bank. You can connect most banks, even small credit unions.
- Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
- 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 drop-down. These are accounts currently on your chart of accounts.
- Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
- Select Connect.
Once these steps are complete, your new bank account is connected.
Check out this article on the process, it includes an instructional video, if you need further assistance.
- Connect your bank
Thank you for your time and patience.
Have a nice evening.
