Connect your bank account and credit cards in QuickBooks Online

Connecting your bank accounts and credit cards to QuickBooks Online is easy. It allows your transactions to be pulled automatically, saving you time with your bookkeeping.

Step 1: In QuickBooks Online, go to banking in the left side menu and click banking.

Step 2: Click Link Account.

Step 3: Enter the URL of your bank OR your bank name.

Step 4: Enter your login information and click Continue.

Step 5: Select the accounts you want to connect to Quickbooks Online.

Please note that you should NOT connect any personal accounts to your QuickBooks Business Online account.

Step 6: Select which account to connect the bank accounts/credit cards to.

If you DO NOT have an account setup for this, you can do the following steps:

• Click Add New on the drop down

• Save Under Account: Bank Accounts OR Credit Cards

• Tax Form Section: Checking/Savings OR Credit Card

• Account Name: Business Checking/Savings OR Credit Card Name

• Click Save when finished

Step 7: Select the how far back you want the transactions to pull from. Click Connect.

Step 8: Once you connect everything, your transactions will begin to show up on your account.

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