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NEW Connect to DBS IDEAL direct bank feeds Click here
corporationswast
Level 2

For banking toutotirial

i need human
1 Comment 1
jamespaul
Moderator

For banking toutotirial

Hello, corporationswast. 

 

I'd like to help you out with the Online Banking feature. 

 

What help do you need with the Banking feature? I'd appreciate if you could provide more details about your issues. That way, I can give out the appropriate steps and information regarding your bank connection. 

 

If you need help connecting your bank, simply go to the Banking page then click the Connect account button.

 

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From there, you can look for the name of your bank and establish connection with QuickBooks. 

 

Need more help with the bank connection? This article has all the details you need: Connect bank and credit card accounts to QuickBooks Online.

 

However if you prefer to talk to one of our agents instead, here's how you can reach us: 

 

  1. Click the Help menu.
  2. In the chat box, type "Contact support."
  3. When asked, type something like "Need help with Banking" or similar. 
  4. Click the No, I still need help and the Contact Support Team links.
  5. Select the Chat with us button. 

 

After connecting your bank, you can start categorising your transactions for your books. If you need a guide, this article can help you out: Categorise and match online bank transactions in QuickBooks Online.

 

Don't forget that the Community space is open 24/7. You're more than welcome to reply to this thread if you have more questions about the Banking feature or about QuickBooks Online. I'm here to help.