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vondie-vondieloz
Level 1

Is there a way to link cbc federal credit union accounts?

 
1 Comment 1
MarsStephanieL
QuickBooks Team

Is there a way to link cbc federal credit union accounts?

Hi there, @vondie-vondieloz.

 

Yes, you can do that in the Banking menu. Before that, you'll need to create an account for the bank you're going to link to QuickBooks Online. I'd be glad to show you how to do that. I'm also including some screenshots for additional reference about the process. 

 

  1. Go to the Banking menu and click the Connect account button if it's your first time to link a bank. Or you can click on the Link account button if you have an existing account.


     
  2. Enter the URL from your bank's website or enter the name of the bank in the text box and press Enter.
  3. Select Continue and follow the on-screen steps to finish linking your bank to the QuickBooks.

 

I've added this article to know more information on how to link your bank with QuickBooks: Connect bank and credit card accounts to QuickBooks Online.

 

You may consider checking out this helpful article that contains steps on how to assess your business financials in the future: Reconcile an account in QuickBooks Online.

 

Please know that you're always welcome to tag my name in the comment section if you have other questions. I'd be happy to help you further. Take care.