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benkonpest-gmail
Level 1

Hi any idea I how to ad bank acc details via my phone app qb

 
1 Comment 1
RoseJillB
QuickBooks Team

Hi any idea I how to ad bank acc details via my phone app qb

Welcome to the Community, @benkonpest-gmail. I’ll help you with connecting your bank account to the mobile app.

 

With the QuickBooks mobile app, we can connect to your online banking. This way, QuickBooks will automatically download your transactions.

 

Here’s how to easily connect them:

 

  1. Select Banking from the main menu.
  2. To add a new account, select +.
  3. Look for your financial institution. Alternatively, you can pick from a list of well-known banks.
  4. From the search results, choose your bank.
  5. Log in to your bank account.
  6. Select an account to connect to by following the procedures. Alternatively, choose a QuickBooks account to which the bank account should be mapped.

 

Feel free to add a comment below if you need anything else about QuickBooks. Have a great day!