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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
Nick_M
QuickBooks Team

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Hi there, eddie-paterson. 

 

Thank you for stopping by the Community this afternoon, I just verified in-product that the steps listed by my colleague were correct for QuickBooks Online. Below I'm listing the steps from our official Intuit article.

  1. Select Sales, then select Customers.
  2. From the Customers screen, select Customer types.
  3. Select New customer type.
  4. Enter a name for the customer type, then Save.

You can find these steps here. If they still wont work for you, I suggest reaching out to our Support team, this is because they'll be able to screen share with you in a private 1-on-1 setting and determine what the issue is. To reach them, you can follow the steps in this article

 

If you have any other questions or concerns, feel free to post below at any time. Thank you and have a nice afternoon. 

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