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Connect bank and credit card accounts to QuickBooks Online

connecting-bank-and-credit-card
QuickBooks will download and categorize transactions automatically when you connect a bank. You can save time by not having to manually enter transactions. It also aids in lowering human error rates.

To avoid manually entering your transactions, connect your credit card or bank account. In order to maintain current business information in QuickBooks, you can also link multiple businesses and personal bank accounts.

  • Step 2: Select “Transactions” and choose “Bank Transactions”.
transactions
  • Step 3: If you are new to connecting your account, select “Connect Account“
connect account

If you are an existing customer, select “Link Account“

Link account
  • Step 4: In the search field, type the name or URL of your bank, then choose the bank.
choose bank
  • Step 5: After entering your sign-in information in the Login and Passwords fields, click Connect.
login details
  • Step 6: Select the account and your account type from the dropdown. Choose the desired date from the dropdown to pull out transactions and click Connect.
select account type and date

Note : Select the account type that corresponds to your chart of accounts in QuickBooks. Choose +Add new if the appropriate account type isn’t visible. Some banks allow you to download transaction history going back 90 days. Others are able to go back up to 24 months.

  • Step 7: Inform your accountant that you have successfully connected your bank
connected account

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