It's good to hear from you today, rectimenv-nv2100.
Linking your checking account to QuickBooks Online needs to be done manually. I'd be glad to walk you through the process.
Here's how:
- Click Transactions in the left panel and choose the Banking tab.
- Select Connect Account on the landing page if this is your first time connecting. If you've already created one, select Add account or Link account.
- Search for your bank. You can connect with most banks, even small credit unions.
After that, QuickBooks will automatically download your most recent or 90 days' worth of transactions. You can read through this article for your reference: Connect bank and credit card accounts to QuickBooks Online. This will provide you with a brief video to serve as your visual guide as well as another way to link your account.
Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.
Loop me in if you still need help with linking your account or have follow-up questions about QuickBooks. I'll be around to help.