Need help to load a bank account

I'd be glad to guide on connecting your bank account to QuickBooks Online (QBO), Sip.

QBO allows you to connect your bank or credit card account so you don’t have to manually enter your transactions. You can also connect multiple businesses and personal bank accounts to keep your business information up to date in QuickBooks.

Here's how:
 

1. Go to Transactions and select Bank transactions.
2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
3. Search for your bank and sign in using your bank's credentials.
4. Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
5. Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.
6. Choose how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
7. Click Connect.

Please refer to this article for more details: Connect bank and credit card accounts to QuickBooks Online.

Moreover, you also have the option to manually import your transactions to QBO.

Additionally, please ensure to reconcile your accounts to keep them accurate and up-to-date.

Let us know if you have other concerns about connecting your bank to QBO. We're here to help you in any way we can.