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danilo-loureiro2
Level 1

Dear Sirs/Madams , I am looking for Support link to connect my bank account with quickbook, also I wanted to connect quickbook with website

 
4 Comments 4
Fiat Lux - ASIA
Level 15

Dear Sirs/Madams , I am looking for Support link to connect my bank account with quickbook, also I wanted to connect quickbook with website

Do you need to connect your webstore and QBO? Which platform did you use to build your webstore? You will need a connector.

danilo-loureiro2
Level 1

Dear Sirs/Madams , I am looking for Support link to connect my bank account with quickbook, also I wanted to connect quickbook with website

Thank you for your answer, 

 

I am looking for one solution we can use prestashop

Fiat Lux - ASIA
Level 15

Dear Sirs/Madams , I am looking for Support link to connect my bank account with quickbook, also I wanted to connect quickbook with website

MadelynC
Moderator

Dear Sirs/Madams , I am looking for Support link to connect my bank account with quickbook, also I wanted to connect quickbook with website

I’ve got you covered, danilo. I'll guide you through the process of connecting your bank account to QuickBooks.


Online banking is a powerful tool within QuickBooks Online (QBO). You can follow the outlined steps below to get your bank account connected.

 

  1. Log in to your QBO account.
  2. Go to your Transactions or Banking menu, then select Banking.
  3. Select Connect account if this is your first time connecting. Otherwise, click Link account.
  4. Search for your bank, then tap Continue. If it doesn’t appear, you can request it. See Step 3 in this support guide.
  5. Sign into your bank by entering your banking username and password.
  6. Follow the onscreen steps to connect. Your bank may require additional security checks.
  7. Select the type of account you want to connect (savings, checking, or credit card).


Linking your bank's website to QBO is unnecessary once you add the account to the program. The system connects to your bank account via the same mechanism you use to log in directly. All your transactions are downloaded automatically.


To see how it works for yourself, you can also check out this video tutorial: Connect bank and credit card accounts to QBO. It includes steps to refresh the bank feed and review and categorize your transactions.


You can get an even further level of control by setting up bank rules. It helps save you time in managing your events more quickly.


Please let me know if you need further assistance with banking. I’ll be more than happy to help you out. Have a great day and always take care!