QuickBooks Online has one of the most helpful feature, i.e. Online Banking. When the user link bank account to QuickBooks, it automatically downloads and divide credit card and bank transactions. Users need not enter the details manually as QuickBooks automatically updates the details for them. In this blog, we will provide you with the steps for connecting your bank account to QuickBooks. Read the whole blog for detailed information.
Users are recommended to attentively execute the steps mentioned in the blog in order to avoid any technical issue. Many users often ask “Should I link my bank account to QuickBooks” or “Is it safe to link bank account to QuickBooks”. The answer to these questions is yes. However, we understand that these methods are not everyone’s cup of tea and a busy QuickBooks user don’t want to waste their time by indulging themselves in such issues. Therefore, in case of any difficulty, talk to our QuickBooks experts for help. To reach our experts, dial our toll-free number (800)-417-5147.
Steps by which you can link bank account to QuickBooks desktop
Here are the steps for linking a bank account to QuickBooks.
- At first, Go to the Banking menu/Transactions menu.
- Click on the banking tab.
- Now, click on the Connect Account or Choose Add account option or Link account option in case you have already created an account.
- In this step, find your bank.
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Note: You can connect almost all the banks, even the small credit unions.
- Then click on continue option.
- Provide your user-name and password which you use for banking.
- Then, follow the onscreen instructions for security verification.
- Choose the bank or credit card accounts which you want to connect, i.e. savings, current or credit card. You will find a list of the available accounts at your bank or credit card.
- From the drop-down menu, choose the matching account type for every account you connect.
- Choose the date from which you want to download the transactions. The days depends on the respective bank. It varies from 24 days to 90 days.
- Click on Connect.
- After connecting the account, download recent transactions.
For downloading the recent transactions, follow these steps.
- Move to the banking menu/ transactions menu.
- Click on the banking tab.
- Click on Update.
- Conclusion
While summing up, we hope that the information shared by us will be helpful to you in linking a bank account to QuickBooks. In case you find any difficulty in connecting bank account to QuickBooks, call our highly experienced and certified QuickBooks data services experts for help at our toll-free number (800)-417-5147.
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