Hello.
I run a U.S. based company that has a bank account in the Caribbean that I would like to get linked to my QBO account. The bank uses U.S. dollars and the country's official currency is the USD. I am looking for a way to link my Caribbean bank account just as I am able to link my U.S. bank account so that I can keep track of transactions. I do not need the multicurrency feature. I simply want to add my foreign bank that uses USD.
Any help with this (that doesn't involve upgrading to a more expensive plan with features that I won't use) would be greatly appreciated.
-Dwyane_CPI
I'm glad to walk you through the process of linking your bank to QuickBooks Online (QBO), @Dwyane_CPI.
When linking a foreign bank account to QuickBooks Online, you need to have the multicurrency feature even if your account is in USD.
To link a foreign bank to QuickBooks Online, you'll need to upgrade to QBO Essentials, Plus, or Advanced. Otherwise, you can manually upload your transactions using a CSV file.
Here's how:
For additional reference, you can check out this article: How to manually upload transactions from your bank or credit card in QuickBooks Online.
Once your transactions are in, you can now categorize them. Then, reconcile your accounts to ensure they match your bank statements.
Should you have additional concerns regarding bank feed in QBO, please don't hesitate to post them here in the Community space.
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