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Connect bank account


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QuickBooks Team

Connect bank account

I'd be glad to share some information on how you can connect your bank account in QuickBooks Online (QBO).


Beforehand, may I know what bank you're using when trying to connect them to your new QuickBooks account and what you mean by money? Any additional information is much appreciated. 


To connect a bank account to QuickBooks Online, you can follow these steps:

  1. Go to the Transactions tab and select Bank Transactions.
  2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  3. Search for your financial institution and select it from the list.
  4. Enter your User or Login ID and password for the financial institution's website and hit Continue.
  5. Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  6. Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.


To keep your accounts and bank data accurate, I recommend checking these articles for more tips and guides:



 Please keep us posted if you need additional assistance managing your bank transactions. We're always here to help you.