Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
We have some fantastic news for you, Renier! You can now connect your Investec account to QuickBooks Online (QBO).
Managing your finances just got easier. With this new feature, your bank transactions will automatically download into QuickBooks, saving you time and reducing manual entry errors.
To connect your bank account, here's what you'll need to do:
- In the left menu click Transactions and go to the Bank transactions tab.
- If this is your first setup, select Connect Account. Otherwise, click Link Account.
- Use the search bar to find your bank by Name or URL.
- Enter your bank's username and password to log in.
- Click Continue and follow the prompts to complete the connection.
For further details on syncing your bank account, feel free to check out this article for more tips: Connect bank and credit card accounts to QuickBooks Online.
Once your transactions are downloaded, you can start reviewing and categorising them right away.
Thank you for choosing QuickBooks Online to manage your business finances. If you need a helping hand in managing your bank transactions, you can always get back to this thread.