Linking bank and credit card

Hello there, Emeritus.

Connecting your bank and credit card accounts to QuickBooks Online (QBO) will automatically download your latest transactions. This saves time versus manual entry and provides a real-time view of your finances. I'll walk you through the process below.

Here's how:

1. Open the All Apps menu, hover over Accounting, and select Bank transactions.
2. Click Connect account. Search for your bank by name. If you don’t see your bank in the list but you can sign in to its website, choose Request a provider. Can’t find your provider? Submit a request to add them.
   
   
   
   
3. Enter the user ID and password you use for your bank's website, then click Continue.
4. Follow the on-screen prompts to connect. Your bank may require additional security checks.
5. Select the specific bank accounts (such as savings, checking, or credit cards) you want to connect.
6. Click Connect, then click Done.
7. Back on the Bank transactions page, click Update to download your recent transactions automatically.

Note that you can link an unlimited number of bank or credit card accounts. After you’ve connected them, go to the Bank transactions tab to review, categorise, and add them to your books.

If there’s anything else you need help with in QBO, you can just reply to this thread.