I do I connect an external checking account?

Connecting an external checking account is a direct and secure process in QuickBooks Online, Garoach. Follow the steps below and link your account in just a few clicks.

After connecting the external account to QBO, you can start monitoring your spending, checking, and other account balances. This feature provides a comprehensive overview of your financial transactions and helps maintain better control over your finances.

See the steps below:

1. Go to Lending & banking, then select QuickBooks Checking.
2. Choose Transfer and then select Transfer Money.
3. Select Add a Bank. Enter your bank name, account type, and routing number.
4. When you're ready to connect, press the Next button.
5. Go to Lending & banking, then QuickBooks Checking.
6. Pick the Verify Bank.
7. Enter the two amounts deposited by QuickBooks. Choose Confirm.

Note: QuickBooks will initiate two small deposits to your account within three business days. Once you have received these deposits, please return to QuickBooks to confirm the transactions.

To learn more about QuickBooks Checking, refer to this page: QuickBooks Checking FAQ.

Additionally, you can utilize Instant Transfer in QBO. This service allows you to move funds as soon as possible. Once done, the funds will be available within 30 minutes. Refer to this article for details: Transfer funds instantly with QuickBooks Checking.

You are always welcome in the QB Community forum. Write down your comment about your checking account, and I'll help you how to handle them in QBO. Keep safe.

1. Log into your bank account.
2. Go to Link External Accounts.
3. Enter routing and account numbers.
4. Complete verification (micro-deposits or login).
5. Start using the linked account.