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Connect Bank and Credit Card Accounts to QuickBooks Online

connecting-bank-and-credit-card

QuickBooks will download and categorize transactions automatically when you connect a bank. You can save time by not having to manually enter transactions. It also aids in lowering human error rates.

To avoid manually entering your transactions, connect your credit card or bank account. In order to maintain current business information in QuickBooks, you can also link multiple businesses and personal bank accounts.

Step 1: Login to QuickBooks

login details

Step 2: Select “Transactions” and choose “Bank Transactions”

transactions

Step 3: If You Are New To Connecting Your Account, Select “Connect Account“

connect account

If you are an existing customer, select “Link Account“

Link account

Step 4: In The Search Field, Type The Name Or URL Of Your Bank, Then Choose The Bank.

choose bank

Step 5: After Entering Your Sign-In Information In The Login and Password Fields, Click Connect.

connected account

Step 6: Select the account and your account type from the dropdown. Choose the desired date from the dropdown to pull out transactions and click Connect.





Note : Select the account type that corresponds to your chart of accounts in QuickBooks.

Choose

+Add new
if the appropriate account type isn’t visible. Some banks allow you to download transaction history going back 90 days. Others are able to go back up to 24 months.

Step 7: Inform your accountant that you have successfully connected your bank

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