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info-mvcontracti
Level 1

Hi! We have a Sherwin Williams Charge Account. How do I connect it with QB?

 
1 Comment 1
ChristineJoieR
QuickBooks Team

Hi! We have a Sherwin Williams Charge Account. How do I connect it with QB?

I understand the importance of linking accounts to QuickBooks Online, @info. Rest assured, I'm here to help you connect your Sherwin-Williams account to QuickBooks Online.

 

Connecting an account in QuickBooks Online (QBO) allows you to link your bank to your QBO account. It enables you to automatically import your transactions into QBO, making reconciling your accounts and keeping track of your finances easier.

 

Follow the steps below:

 

1. Go to Transactions, then select Bank Transactions.

2. Select the Link account.

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3. Search for the name of your financial institution. 

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4. Enter your credentials then click the Continue button.

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However, if you cannot find your bank institution, you can contact Sherwin Williams support to verify if this is a participating financial institution with QuickBooks Online.

 

In conclusion, if your financial institution isn't supported, there are alternative methods such as manual entry, CSV file imports, and third-party apps to help you manage your transactions. Maintaining accurate and up-to-date financial records is essential for effective financial management regardless of your chosen method. Have a great day, @info.

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