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QuickBooks Team

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Thanks for getting back to us, ds1234.

 

I'd like to help you download the transactions. Before doing so, please follow the steps in this article to back up your QuickBooks company file.

 

Once done, we can add the bank account by following the steps below. Note: QuickBooks supports two connection methods. The Direct Connect and Web Connect.

 

  • Direct Connect is a two-way connectivity process between your bank and your QuickBooks. 
  • Web Connect is a process of downloading the transactions directly from your bank's website and import them into QuickBooks. 

 

You can follow these steps to set up the account:

 

  1. Go to Banking > Bank Feeds, then Set Up Bank Feeds for an Account.
  2. In the Enter your Bank’s name field, enter and select the name of your bank.
  3. Choose either Direct Connect or Web Connect
  4. In the Link your Accounts page, select the Select existing or Create new ▼ drop-down. Then, find the QuickBooks account you want to link to your bank account.
  5. Hit the Connect button, and then click Close.

I'm adding this article for reference on the steps above: Get started with Bank Feeds for QuickBooks Desktop.

 

Please get back to us if you have successfully reactivated and downloaded the transactions. 

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