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Level 1

I was told I need simple start on line if I wanted to edit my categories. I purchased it, now it says I have to do an upgrade if I want to connect my bank.

 
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QuickBooks Team

I was told I need simple start on line if I wanted to edit my categories. I purchased it, now it says I have to do an upgrade if I want to connect my bank.

Hi there, @mm09527831.

 

All versions of QuickBooks Online have the ability to connect a bank account. I can help you connect your bank to QuickBooks Online.

 

Here’s how:

 

  1. Go to Banking or Transactions in your left pane.
  2. Select the Connect account.
  3. Search your bank, then click Continue.
  4. Enter the username and password you use for your bank's website in the pop-up window.
  5. Select the accounts you want to connect (savings, checking, or credit card).
  6. Choose the account type from the drop-down.
  7. Filter the date range for the download.
  8. Hit Connect.

You can check this article for additional information about banking connections and available feature in QBO:

To get more ideas about organizing your account in QuickBooks, please see this link: Help article. I’m sure you’ll find it helpful.

 

Please know that Community is always here whenever you need help. Have a good one.

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