I can definitely help you with that, pa14.
You can go to the Banking page to add your bank and credit card accounts. This way, QuickBooks will be able to automatically download your recent transactions. I'll show you how:
- Select Banking or Transactions from the sidebar menu.
- Go to the Banking tab.
- Click Connect Account on the landing page if this is your first time connecting. If you've already connected one in the past, choose Link account.
- Search for your bank, then hit Continue.
- Enter the username and password you use for your bank's website, then follow the onscreen steps to connect.
- Select the bank account you want to connect, then choose the appropriate matching account type from the drop-down menu.
- Set how far back you want to download transactions.
- Click Connect to complete the process.
Once your account is connected, your transactions will automatically sync in the program so you don't have to enter them manually. All you need to do is review and categorize them.
If you still need to speak with our supports, you can reach out to us by following the instructions in this article: QuickBooks Online Support. I also recommend reading our Reconciliation Guide to help keep your accounts balanced and up-to-date.
I'm still here if you need additional assistance in dealing with your other tasks. Just add the details below and I'll get back to you.
