Banking

Hi there, file payroll tax.

Let's try another step so you can connect your bank account to QuickBooks Online. You can start by going to the Banking page and connect the account from there.

Here's how:

1. Go to Banking from the left menu, then Banking.
2. If this is the first bank account you’ve set up, select Connect account.
3. Or select Link account if you already created one.
4. In the search field, enter the name of your bank, then click Continue.
5. Sign in to your bank with your user ID and password.
6. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
7. Select the accounts you want to connect, then select the account type ▼drop-down.
8. 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.
9. Click Connect.

QuickBooks will start downloading transactions from your bank once connected. All you need to do is review and categorize your transactions.

You can also watch banking tutorials through this page: Watch step-by-step videos to learn your way around QuickBooks.

Mention me here if there's anything else you want to ask. I'll be around to answer your questions.