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Level 1

CONNECT BANK ACCOUNT

 
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CONNECT BANK ACCOUNT

Hello there, plb-jordexglobal.

 

As long as your bank account is supported with QuickBooks, you can link your account directly to the program by following the steps below:

 

  1. From the left menu, select Banking.
  2. On the Banking page, select Connect account if this is your first time to link a bank account. Otherwise, click Link Account.
  3. In the Search field, search your bank's name or enter the bank's URL.
  4. Enter your bank login on your bank's website, then select Continue.

Another way to bring transactions in QuickBooks is to manually import them using the Excel CSV files. The first step in this process is to download your bank transactions and save it to your computer. Once done, you can now then upload them into QuickBooks. Here's how:

 

  1. Clicking the Banking tab in the left navigation bar.
  2. Select the Link account drop-down arrow. Then, hit Upload from file.

 

Once transactions are added, you can check the articles below to learn more on how to keep them organised:

 

 

Let me know if you have other questions. I'm right here to help you out. Take care and have a good one!