Yes, you can connect your Capitec Business Account to QuickBooks Online for automatic data syncing, Shmaintenance74. This will streamline transaction management, save time, and reduce errors in your financial records.
Let's connect your bank account using its URL. Here's how:
- On the left navigational panel, select the Bank transactions tab under the Accounting menu.
- If this is the first bank account you've set up, select Connect account. Or select Link account if you have already created one.
- Search for your bank by URL or name, or select a bank from the list.
- Sign in to your bank by entering your banking username and password. Then select Continue.
- Follow the on-screen steps to connect. Your bank may require additional security checks.
- Select any accounts you want to connect. Then, choose the matching account type from your chart of accounts in QuickBooks.
- Click Connect, then select Done.
Once connected, QBO will automatically download your recent transactions. You can manually update this by selecting the Update button on the Bank transactions page.
If you're unable to find your bank in the list of supported institutions, the list may have been updated. If so, you can submit a request for this.
Here's how:
- Go to the Bank transactions page.
- Enter Capitec Bank in the search box.
- Select the Connect account.
- Copy and paste the new URL in the Bank web address (URL) field.
- Hit Request.
If your bank is still not found, you can try other listed versions of your bank's name. For the complete steps, follow this article: Find your bank or credit card account when you connect to online banking.
You'll want to consider manually uploading transactions into the program. Ensure to review the file format and size to avoid any issues.
Feel free to reach out if you have any other questions or concerns besides linking your online banking. We're here to help.
