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robiesent53
Level 1

Connect my desktop pro 2019 to my bank

 
1 Comment 1
Kristine Mae
Moderator

Connect my desktop pro 2019 to my bank

Connecting the bank account for Bank Feeds will just take a few steps, Robiesent53. I'm here to guide you.

 

Here's how:

  1. Click Banking.
  2. Go to Bank Feeds.
  3. Select Set Up Bank Feed for an Account
  4. Enter your bank and select it.
  5. Select Direct Connect, then click Continue.
  6. Enter your user ID and password, then click Connect.
  7. Select the bank account you'll want to connect, then click Finish

If it's your first time to connect, QuickBooks automatically downloads the maximum number of transactions available from your bank.

 

I'll share the reference on how to get started with Bank Feeds for QuickBooks Desktop for more information. 

 

If you have additional banking questions, please feel free to click the Reply button below. 

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