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I'll make sure you're able to connect your Financial Institution in QuickBooks, @jordan-kiipo-com.
If you already added a bank account to your chart of accounts but didn’t connect it to QuickBooks, here’s how to get them connected:
Once your account is connected, QuickBooks will automatically download transactions so you don't have to enter them manually. All you need to do is to approve the way they’re categorized.
For more details, check out this article: How to Review Downloaded Bank and Credit Card Transactions.
That's all there is to it. Let me know if you have any issues during this process. Take care and have a great day ahead!
Hi there, @jordan-kiipo-com.
Hope you’re doing great. I wanted to see how everything is going about the banking concern you had the other day. Was it resolved? Do you need any additional help or clarification?
If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
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