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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
JoanaC
QuickBooks Team

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Hi there, BOLKO-GOING.

 

Thank you for joining the thread, let me go ahead and share some information about connecting your bank.

 

Yes, we can connect your bank directly to your QuickBooks Online. Once connected, QuickBooks Online will download all your bank transactions, including expenses (charges and payments) and income (deposits).

 

Here's How you can connect your bank: 

  1. Go to select Transactions, then select Bank transactions.
  2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Sign into your bank by entering your banking username and password. Then select Continue.
  5. Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  6. Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.
  7. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  8. Select Connect.

 

You can check this article for more information on connecting your bank:

 

Connect bank and credit card accounts to QuickBooks Online.

 

Moreover, let me share some articles that can assist you when your bank is connected to QuickBooks:

 

If you still have questions, you can reply on the thread or post a new one. Have a lovely day and take care.

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