cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
fiza-mkrealestat
Level 1

I want to connect bank account with quickbooks, i m trying to reach out to customer support but unfortunately i m unable to do that. could you plz help me with that.

 
2 Comments 2
Chrea
Level 4

I want to connect bank account with quickbooks, i m trying to reach out to customer support but unfortunately i m unable to do that. could you plz help me with that.

Does your bank support QBO? Try opening your QBO account on any private/incognito browser.

Sherrie_F
QuickBooks Team

I want to connect bank account with quickbooks, i m trying to reach out to customer support but unfortunately i m unable to do that. could you plz help me with that.

Thanks for bringing this matter to us, Fiza. I can see that connecting your bank account with QuickBooks Online can feel overwhelming, and I'm here to help make this process as smooth as possible. Connecting your bank account can streamline your transaction management and save you time in reducing errors in your financial records. 

 

Here's how:

 

  1. On the left navigational panel, look for the Transactions tab.
  2. Select Bank transactions.
  3. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  4. Search for your bank. You can connect with most banks, even small credit unions. Kindly note that if you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.
  5. Sign into your bank by entering your banking username and password. Then select Continue.
  6. Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  7. Select any accounts you want to connect. Then, choose the matching account type from your chart of accounts in QuickBooks.

 

However, in case you don't see the appropriate account type in the dropdown menu, select Add new to create a new bank or credit card account in your Chart of Accounts (COA).

 

  • For new bank accounts:

 

  1. From the Account Type dropdown, select Cash and Cash Equivalents
  2. From the Detail Type dropdown, choose Savings or Bank
  3. Give the account a name and then select Save and Close.

 

  • For new credit card accounts:

 

  1. From the Account Type dropdown, select Credit card
  2. Give the account a name and then click Save and Close.

 

Once you’ve reviewed and confirmed that all account details are accurate, you can proceed by selecting Connect.

 

For a complete step-by-step process, I've added this resource you can rely on: Connect bank and credit card accounts to QuickBooks Online.

 

Additionally, here's an article you can browse just in case you encounter errors or are having trouble downloading transactions: Bank errors and missing transactions in QuickBooks Online.

 

I'm here for you every step of the way, ready to assist with any questions you have about bank connectivity or any other QuickBooks-related tasks. Your experience with QuickBooks is my top priority, and I’m committed to providing support that meets your specific needs. Don’t hesitate to reach out—together, we’ll ensure you get the most out of your QuickBooks experience