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schmidtfs
Level 2

Best Credit Card for QBO

Hello,

 

I have found that Relay Bank is great when it comes to syncing and working with QBO.  Are there any credit cards that works as well as Relay does with QBO?

 

Thanks,

David Schmidt

1 Comment 1
Charies_M
Moderator

Best Credit Card for QBO

Welcome to the Community, schmidtfs.

 

We're unable to recommend a specific credit card that works well with QuickBooks Online (QBO) like Relay Bank. However, I can share with you how to know if the bank is supported in QBO.

 

Here's how:

  1. Access the QuickBooks Online Test Drive. Once you're in, click on the Banking tab on the left pane.
  2. Select Add account and search for your bank.
  3. Search your bank or use the correct URL when you log in to your bank's website.
  4. Enter your bank's username and password.
  5. As long as your bank appears on the list of search results, you'll know it's supported. Some banks track how many feeds you have connected to it, so be sure to only log in once you're in your own QuickBooks company.

All you need to know about connecting a bank account in QBO can be found in this article: Find your bank account when you connect to online banking.

 

You might also want to visit this article for your next task after connecting your bank account to QBO: Categorize and match online bank transactions in QuickBooks Online.

 

I'll be on the lookout for your response. Let me know if you need more help. I'm always happy to lend a hand. Wishing you the best of luck.

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