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huntsdrilling
Level 1

How do I add the banking to the side bar for easy access?

 
1 Comment 1
CharleneMaeF
QuickBooks Team

How do I add the banking to the side bar for easy access?

Hi there, @huntsdrilling.

 

The Banking menu in QuickBooks Online (QBO) is located on the left navigation panel. We can click the Hamburger icon to expand the menu in case you're unable to see it. Here's how:

 

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Though, if you're unable to scroll or view the rest of the page, check out this article to fix the issue: Unable to see the whole page of QBO.

 

Once your bank and credit card account is connected, QuickBooks automatically downloads your recent transactions. You may want to consider categorizing them in the For Review tab to keep your data accurate.

 

Keep me posted if you have banking questions in QuickBooks. I'm always here to help.

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