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griecodds
Level 1

When I go to Transactions and then go to Banking, it only brings up my Visa Account. How do I get my Bank Account to show up on that page as well?

 
1 Comment 1
LollyNino_C
QuickBooks Team

When I go to Transactions and then go to Banking, it only brings up my Visa Account. How do I get my Bank Account to show up on that page as well?

Thanks for bringing this to our attention, @griecodds

 

I'll make sure your Bank Account will show up on your page. 

 

To show your Bank Account to your banking page, you need to connect online or import a Banking file.

 

To connect your bank with QuickBooks. 

 

Here's how:

  1. Select Banking from the left menu.
  2. Click Add Account.
  3. Search your bank or use the correct URL when you log in to your bank's website. connectbank.PNG
  4. Enter your bank's username and password.
  5. Select the type of account.
  6. Select how far back you want to download bank transactions.
  7. Click Connect.

 

Feel free to message again if you have more questions about banking transactions. We're always delighted to assist. 

 

You can also use these articles for reference: 

Manually Upload Transactions into QuickBooks Online How to Import Bank Transactions using Excel CSV files

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