It’s great to have you here, @trevecpa.
I’ve got your back about connecting your Bank of America account and managing this with Global Card Access (GCA) in QuickBooks Desktop (QBDT).
The information you’ve read about utilizing a web connector is correct. Doing so will enable you to manage the software and the other applications. It also gives you the functionality to manage your bank account in QuickBooks.
With regards to linking your account into QBDT, you're right that it’s the same for Bank of America Global Access. You can set up your bank account in your company file and add it as a parent account in the Chart of Accounts (COA).
Moreover, I also recommend contacting Global Card Access for additional assistance. Once sorted out, you’ll want to refer to the steps below to import your transactions manually:
- Go to the Bank of America’s website and log in.
- Look for the statement or transaction you want to bring into QuickBooks.
- Download this to your desktop.
- Once done, open the file and import this into your QuickBooks.
Once done, you can begin setting up your bank account in QuickBooks. That way, QuickBooks will start downloading your transactions and enable you to easily match and categorize them. Then, reconcile your account.
Keep me posted if you have more concerns about connecting bank accounts and GCA. The Community always has your back. Have a good one!
