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mflores1
Level 1

Can you help me connect with BMO Harris Bank?

 
1 Comment 1
MorganB
Content Leader

Can you help me connect with BMO Harris Bank?

Hello, mflores1.

 

I appreciate you taking time to contact the Community. I'd be delighted to help you connect with BMO Harris Bank in QuickBooks Online.

 

There are just a few steps in the process. Here's how you'll get started:

 

1. Click the Banking tab from the left navigation bar.

2. Select the green Add account button in the top right corner of the screen.

3. Enter BMO Harris [Bank] in the search bar.

4. Choose the correct institution from the list.

5. Enter your credentials and click Continue.

 

This article will walk you through the rest of the setup: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-add-and-connect-bank-and-credi....

 

Once your bank is connected, you may want to check out this write-up, which provides details on categorizing, editing, and adding downloaded transactions: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Assign-categorize-edit-and-add-your-d....

 

Feel free to comment below if you have other questions about bank connections or anything else in QBO. Take care.

 

 

 

 

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