I have some details that you'll have to know when connecting accounts to QuickBooks, economiasuperior.
In QuickBooks Online (QBO), you can connect as many business and personal accounts as you want. To do so, you can follow the detailed steps below:
- Go to Bookkeeping, select Transactions, then choose Bank transactions (Take me there).
- Select Connect account on the landing page if this is your first time connecting. Or select Link account if you've already created one.
- Search for your bank. You can connect with most banks, even small credit unions. If you can’t find your bank but want to add your transactions to QuickBooks Online, you can manually upload bank transactions.
- Select Continue. Then sign into your bank by entering your banking username and password.
- Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
- 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.
- Select 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.
- Select Connect.
Also, there are times you're not seeing the right account type in the drop-down. You'll want to create a new bank or credit card account in your chart of accounts. Check out this article for your reference: Connect Bank And Credit Card Accounts To QuickBooks Online.
Furthermore, please refer to this article to view steps on how you can review downloaded bank and credit card transactions by matching or adding them to avoid duplicate entries: Categorise and match online bank transactions in QuickBooks Online.
Please get back to us if you have any concerns when connecting your bank account. We're here to help you anytime.