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Replying to:
KlentB
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Hi there, Brit1.

 

I'll help you in connecting your bank account.

 

If you don't see Add account from the drop-down menu, you can select the Link account option. This way, you'll able to connect your bank and credit card accounts to automatically download your recent transactions. I've listed the complete steps below.

 

  1. Select Banking from the sidebar menu.
  2. Go to the Banking tab, then Add account from the drop-down menu.
  3. In the Search field, enter your bank's name or web address.
  4. Select your bank in the search results, then click Continue.
  5. Enter the username and password you use for your bank's website in the window, then follow the on-screen instructions to connect. 
  6. Choose the bank or credit card accounts you want to connect, then select the matching account type from the drop-down menu.
  7. Select how far back you want to download transactions.
  8. Hit Connect to complete the process.

If you encountered a specific error upon connecting your bank account, I recommend reading the Step 4 section of this article to be guided in fixing it: What to do if you get a bank error or can't download transactions.

 

I'm also adding these references to help manage your online banking transactions in QuickBooks Online:

 

You can always find me here if you have any other concerns or further questions about bank feeds. Have a great rest of the day.

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