Thank you for reaching out to the Community, sknetwork8-gmail.
Are you trying to add a new bank account? Let me show you how:
- Go to the Transactions menu and then Click the Banking tab.
- Select Add account or Link account if you've already created one.
- Search for your bank. You can connect most banks, even small credit unions.
- Click Continue. Enter the username and password you use for your bank's website in the window.
- Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
- Select the bank or credit card accounts you want to connect (savings, checking, or credit card). You should see all of your available accounts at your bank or credit card company.
- For each account you connect, select the matching account type from the dropdowns. These are accounts on 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.
Let me share this article for additional details: Connect bank and credit card accounts to QuickBooks Online.
Just in case, I'll add this article for future reference:
That's it! Please know that the Community has your back should you have any questions. Have a great day.
