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antzpm-com
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I need help with syncing bank card to quick books on line

 
1 Comment 1
Candice C
QuickBooks Team

I need help with syncing bank card to quick books on line

Good Evening, @antzpm-com

 

I can point you in the right direction of how you can sync your bank card to your QuickBooks Online (QBO) account. All you need to do is go through the Banking or Transactions tab. Don't worry. It's a simple process. 

 

Here's how: 

 

  1. Open QuickBooks. 
  2. Go to the Banking or Transactions tab. 
  3. Press Connect Account, or Add account or Link account if you have another bank account/credit card connected already. 
  4. Enter your bank's name or URL in the search bar. 
  5. Tap Continue
  6. Type in your username and password that you use for your bank's website. 
  7. Follow the rest of the on-screen instructions to successfully connect your account. 

 

For additional details, review this guide about connecting your bank account or credit card to QBO. For a future reference, check out this article about categorizing and matching transactions that will help after syncing the account. 

 

If you have any other questions or concerns, please don't hesitate to ask. The Community is always here to have your back. Happy Wednesday!

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