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capcely
Level 1

Lynk bank accounts to qbo

Hi, my question about this is if quick books and the banks charge for the services when quick books pulls the transactions from the accounts

 

1 Comment 1
CamelleT
QuickBooks Team

Lynk bank accounts to qbo

Let me provide information about charges when linking bank accounts to QuickBooks Online (QBO), capcely. 

 

Connecting your bank or credit card accounts in QBO is free of charge. When you link your online bank, the transactions automatically download and categorize. It helps you save time in updating your bank feeds. 

 

To connect your bank or credit card account to QBO, please check out the steps below:

 

  1. Go to Transactions, then select Bank transactions.
  2. Click Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Enter your credentials in the Login and Password field, then hit Continue
  5. Choose the account you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
  6. Select your account type on the Account type ▼ dropdown, then click Next.

 

For new bank accounts:

 

  • In the Account Type ▼ dropdown, click Bank
  • In Detail Type, hit Savings or Checking
  • Give the account a name and select Save and Close.

 

For new credit card accounts: 

 

  • In the Account Type ▼ dropdown, select Credit Card.
  • Give the account a name and hit Save and Close.

 

      7. Map the bank account in the Existing accounts ▼ dropdown, then select Next.                

      8. Select Connect, then hit Done.

 

Click this link for further details about connecting bank and credit card accounts to QBO.

  

I'll also add an article to help you combine transactions so your records match your real-life bank deposit: Record and make bank deposits in QuickBooks Online (intuit.com).

 

Please let me know if you have additional concerns about bank connectivity in QBO. I'll be here, ready to assist at any time. I wish you a wonderful day!

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