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Connect with and learn from others in the QuickBooks Community.
Join nowIt's good to hear from you today, rectimenv-nv2100.
Here's how:
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.
Hi, rectimenv-nv210
Hope you're doing great. I wanted to see how everything is going about linking your checking account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
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