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Julie-Costa
Level 1

How do I connect a bank account to be able to get paid? When I created my account, I wasn't asked if I wanted to connect my bank.

 
2 Comments 2
Chrea
Level 8

How do I connect a bank account to be able to get paid? When I created my account, I wasn't asked if I wanted to connect my bank.

Where is your company located?

CharmieH
QuickBooks Team

How do I connect a bank account to be able to get paid? When I created my account, I wasn't asked if I wanted to connect my bank.

Welcome to the Community space, Julie. I'm here to help you connect your bank account to QuickBooks Online.

 

Connecting bank accounts to QuickBooks will only transmit data from your bank. You can link multiple business and personal bank accounts in QuickBooks to keep your information updated and save time by automatically downloading recent transactions.

 

Here's how you can connect your bank account:

 

  1. Navigate to Transactions, then Bank transaction.
  2. Click Link account and enter your bank's name in the search bar.


     
  3. Enter your Login and Password, then click Continue.

     
  4. Choose the account you want to connect to and enter the account type.
  5. Select the date you want to start pulling transactions for the selected account, then click Connect.

     
  6. Once all set, click Done.

 

Alternatively, if you wish to receive payments from your customers, you can sign up for QB Payments. This service enables your customers to pay using PayPal, Venmo, credit cards, or ACH bank transfers. You can refer to this article on how to sign up for QB Payments: Learn how to get QuickBooks Payments.

 

Once registered, you can integrate your QB payment account with QuickBooks Online. This setup allows you to select the accounts where you want to deposit customer payments and ensures the transactions flow directly to your banking page for seamless management.

 

Moreover,  you can take advantage of this valuable resource to learn how to match your bank and credit card transactions with existing records in QuickBooks, ensuring accurate financial tracking: Confirm suggested matches for bank transactions in QuickBooks Online.

 

I would love to introduce you to the QuickBooks Live Expert Assisted team. They're a group of experienced experts ready to help you smooth out your financial operations that fit your business needs.

 

If you have additional questions about connecting banks or other navigation in QuickBooks, feel free to use the Reply button. Have a great day!

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