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rectimenv-nv2100
Level 1

Is my QBs Checking account automatically linked to Quickbooks or do I need to manually link it

 
2 Comments 2
Rose-A
Moderator

Is my QBs Checking account automatically linked to Quickbooks or do I need to manually link it

It's good to hear from you today, rectimenv-nv2100.

 

 

Here's how:

 

  1. Click Transactions in the left panel and choose the Banking tab.
  2. Select Connect Account on the landing page if this is your first time connecting. If you've already created one, select Add account or Link account.
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  3. Search for your bank. You can connect with most banks, even small credit unions.

 

After that, QuickBooks will automatically download your most recent or 90 days' worth of transactionsYou can read through this article for your reference: Connect bank and credit card accounts to QuickBooks Online. This will provide you with a brief video to serve as your visual guide as well as another way to link your account.


Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.


Loop me in if you still need help with linking your account or have follow-up questions about QuickBooks. I'll be around to help.

Rose-A
Moderator

Is my QBs Checking account automatically linked to Quickbooks or do I need to manually link it

Hi, rectimenv-nv2100.

 

Hope you're doing great. I wanted to see how everything is going about linking your checking account. 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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