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zerosaresource
Level 1

Standard bank internet banking setup bank feed

 
1 Comment 1
Michelle_b
QuickBooks Team

Standard bank internet banking setup bank feed

Hi, @zerosaresource

 

Thank you for posting here in the Community. QuickBooks automatically downloads and categorizes your bank for you. Let me help walk you through connecting your bank account in QuickBooks Online. 

 

Here's how: 

  1. Go to the Banking tab located in the upper right.
  2. Click Add account.

add account.PNG

      3. Enter the name of your bank account and select if from the list.

      4. Fill in the username and password you use to access the bank's website, then hit Continue

      5. Complete the security verification steps your financial institution requires and click Securely connect.

      6. Select the Account type drop-down menu to choose either a Bank account.

      7. Tap Connect.

 

For the detailed guide about the process, check out this article: Connect bank and credit card accounts to QBO.

 

Once done, categorise and match the transaction from the Banking menu. This ensures your books are accurate and there are no duplicates.

 

Please check this article on how to solve problems when uploading transactions in QBO:

Let me know if you have follow-up concerns in your account. I'm always here to help. Take good care.