Welcome to QuickBooks Online, @Preetam Kumar.
Allow me to help you figure this out and activate online banking in QuickBooks.
To activate the features of the account, you need to create a bank account in your Chart of Accounts first.
Let me show you how:
- Go to the Banking menu or Transactions menu.
- Select the Banking tab.
- Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you already created one.
- Search for your bank. You can connect with most banks, even small credit unions.
- Enter your Sign-In information, then click Log In.
- Check the box next to the credit card account that you want to connect.
- Click the QuickBooks Account drop-down, and choose the credit card account you created.
- Select Connect, then click the I’m done. Let’s go!
If you cannot find your bank but still want to add your transactions to QuickBooks Online, you can manually upload bank transactions.
You can also read this article for the detailed steps: Connect and add bank and credit card accounts to QuickBooks Online.
It will take you back to the Banking page. The For Review tab will show the downloaded transactions from your credit card account. From there, you can review, categorize, and accept transactions to QuickBooks.
Let me know how this goes by leaving a comment below. We are always glad to help if there is anything else you need with connecting your bank.
