How to Connect Bank Accounts With QuickBooks Online?
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Go through step-by-step instructions to connect your bank accounts to QuickBooks
1. Navigate to the ‘Add an Account’ Menu
Just go to the home screen, then click the Connect an Account button on the right. Select your bank from the banks shown in the drop down list.
Now you need to select banking on the sub menu. This will take you to the Banks Card screen.
2. Now Log In to Your Bank Accounts
Enter the username and password to log in to your bank account, then click Log In and enter the login credentials in the text fields. Wait for a few minutes while your bank communicates to QuickBooks.
3. Now you need to select an Account to Add to QuickBooks
When you see on the left of the Connection Screen, below the heading labeled Account Name, you’ll see a list of all the accounts you have with your bank (e.g. Checking, Savings, Credit Card, etc.).
Check the box next to the account you use for business and want to connect to QuickBooks.
4. Name Account(s) for QuickBooks
You need to choose an appropriate QuickBooks Account name with the kind of Bank Account you are adding to QuickBooks. select a suitable account name from the list of options available.
5. You simply customize Account Name and Type for QuickBooks
If you are unable to see a QuickBooks account name in the drop-down list suggestions that matches the kind of Bank Account, you are adding to QuickBooks, you need to click Add New at the top of the drop-down list menu to open the Account Modal window.
6. Finally, you need to Connect Account with QuickBooks
Once you have saved all your account details, now you need to click Connect. Wait for a while QuickBooks downloads your transactions. Let’s Go! Now you can recover your transaction history in QuickBooks. More information to dail QuickBooks Technical Support Phone Number 1-800-518-1838 with toll free.