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burnettstudiosll
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How do I connect my Barclay's card ?

Can I connect my Barclay's card?
1 Comment 1
KimberlyS
QuickBooks Team

How do I connect my Barclay's card ?

We're glad to have you here in the Community, burnettstudiosll.

 

I'm here to ensure you can connect your credit card account to QuickBooks Online.

 

Yes, you can connect your Barclays card to the program. This process allows you to download bank transactions automatically and categorize them, which lessens your workload as you only need to review and approve them. Let me guide you on how.

 

  1. Head to Transactions, then Bank transactions.
  2. Click on Link Account and key in the URL or name of your bank in the Search field.
  3. Select the bank, provide your credentials in the Login and Password fields, then click Continue.
  4. Choose the account you want to connect and the date to pull up the transactions from the dropdown.
  5. Select Next to proceed. Please note that some banks might let you download the last 90 days of transactions, while others can go as far as 24 months.
  6. In the Account type dropdown, pick the appropriate account type that matches your chart of accounts, then Next. You can also click +Add new if you cannot locate the correct account type.

 

For more information, you can visit this article: Connect bank and credit card accounts to QuickBooks Online.

 

Moreover, you can scan these resources for guidance on reviewing your transactions to identify tax deductions and the status of your business finances:

 

 

Add a reply to this post for further clarifications when setting up a bank connection or other related concerns with QuickBooks Online. We're here to assist you in carrying out different business tasks.

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