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Banking
Hello there, Crystal110.
I'll make sure to share the recent way on how to connect bank account to QuickBooks.
QuickBooks has been updated. Instead of finding at the green Add button, you can utilize the Link account button at the upper right corner now. Still, you can follow the same steps to add your new bank account to the program. Here's how:
- Go to Banking or Transactions on the left panel.
- Within the Banking tab, click Link account.
- You'll be prompted to enter your bank's name or URL.
- Follow the on-screen instruction to complete the process.
For additional reference, you can take a look at the sample screenshot below:
Once bank transactions are in QuickBooks, you can use the articles below to get more ideas on how to handle and keep them organized:
If you still need help along with the process, please go back here and let me know. It'd be my pleasure to help you further. Take care and stay healthy!