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avinash3
Level 1

Need support to link bank statement

 
1 Comment 1
MJoy_D
Moderator

Need support to link bank statement

I can help you with adding your bank, @avinash3.

 

You can add your bank account to show your transactions in your QuickBooks Online (QBO) account from the Banking menu.

 

Follow the steps below:

 

  1. Go to the Banking menu and select the Banking tab.
  2. Click on Connect Account or the Add account or Link account on the page that appears.
  3. Follow the onscreen steps to connect and complete the process.

 

You can check this article for more information about adding your bank: Connect bank and credit card accounts to QuickBooks Online.

 

After getting those bank statements or transactions, you can now categorise them. Check the following guide on how to categorise and match online bank transactions in QuickBooks Online

 

In case you still want to contact our Customer Support team, you can reach them through chat. They're open M-F, 9:30 AM to 6:00 PM.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

  1. Go to the Help icon to connect to a live support agent. 
  2. Click on the Contact Us button and provide some details about this concern.
  3. Provide us with some information about your concern in the What can we help you with? box and click on Continue.
  4. You'll now be provided options on how to connect to our Customer Support. 

 

Check the following article for more information about the type of support we offer and its availability: QuickBooks Online Support.

 

I'm always here if you need more help with adding your bank. Let me know by leaving a reply below. Take care and have a great rest of the day!