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samalia
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Quick-Look FAQ: Banking

FAQ banking.png

Quick-Look FAQ South Africa: Banking

 

Connecting your Bank to QuickBooks Online

Online banking, or bank feeds, is a time-saving feature of QuickBooks Online. After you’ve connected your bank or credit card accounts to QuickBooks, your transactions are automatically downloaded and categorised for you. This means you don't have to enter transactions manually. All you have to do is approve them after they're downloaded and categorised. QuickBooks connects to over 20,000 banks and financial institutions worldwide and we’re constantly adding to this list. 

Is my Bank available?

To check whether your bank is available, here is a quick guide.

How do I connect my Bank or Credit Card Account to QuickBooks Online?

If your institution is available, connecting your bank or credit card account to QuickBooks Online is simple and secure. Here is a step-by-step guide.

What happens if I face issues in connecting my Bank?

If you have issues connecting your bank feed, here is a guide to troubleshoot issues. A description of some key error codes and how to fix them can be found here.

Is there a workaround if I cannot find/connect my Bank?

If your bank or credit card can't connect to QuickBooks, you can still upload transactions manually using a CSV file and then reconcile transactions. Follow this guide for the process.