Hi there njsherry,
Let me share some information about the Online Banking feature in QuickBooks Online (QBO).
I have good news for you! Connecting your bank or credit accounts in QBO is free of charge. Though, you'll want to contact your financial institution and check with them if they have fees for Online Banking in QBO.
If you're ready to connect your bank or credit card account, follow the steps I've laid out below:
- Select Banking, on the left pane.
- On the Banking page, choose Add Account.
- Search and select your financial institution from the list.
- Enter your Login credentials for the financial institution's website and select Continue.
- Complete the security verification steps your financial institution requires and select Securely connect.
- Select the bank emblem for the account you want to connect.
- Select the Account type drop-down menu to choose either a Bank or Credit Card account.
- If you haven't already created the account, you can select +Add new to create a new account.
- Select Connect.
Here's a relevant article for the detailed steps: How to add and connect bank and credit card accounts.
That's it. If you have follow-up questions, feel free to let me know. I'll be here and ready to help anytime. Have a great weekend!
