Yes, you can connect your Revolut personal join account to QuickBooks Online (QBO), Karolina. Let's head to the Transactions sceenr to complete this task.
Before we begin, add your Revolut account and pick Cash at bank and in hand for the Account Type. While Savings for the Detail Type.
Next, follow these steps to link the account:
- Log in to your QBO company.
- Navigate to the Transactions menu on the left panel and choose Bank transactions.
- Select Connect account. If you’ve already connected an account, click the Link account button to open the Connect an account screen.
- From there, pick your bank and select Let’s go.
- Read through the terms and conditions and click Agree.
- Select Sign in and enter your online banking credentials.
- Follow the steps to link to your bank.
- Choose the account type that matches your chart of accounts.
- Pick the date to start pulling transactions into QuickBooks. Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
- Click the Connect button and Done.
Once connected, your transactions will automatically sync with QBO, making it easier to manage your finances. Browse this article for in-depth insights about the process: Connect bank and credit card accounts to QuickBooks.
In addition, review, categorise, and match the downloaded transactions to ensure everything is correct and keep your charts of accounts organised and accurate.
Stay in touch if you need further guidance navigating QBO or completing a specific accounting task. The Community is always ready to assist you further.
