Steps to Connect Bank Account to QuickBooks Online

Sep 13, 2022

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Step1- Connect Your Bank Account<br>Home page >Bank Accounts > Connect an Account. <br>Choose your bank and the username, password and click Log In when you are finished. <br>

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Steps to Connect Bank Account to QuickBooks Online

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StepstoConnectBankAccount toQuickBooksOnline Step1-ConnectYour BankAccount Homepage >BankAccounts>Connect an Account. Chooseyourbankandtheusername,passwordandclickLogIn whenyouare finished. Step2-ChooseYourAccount Afterconnecting,you’ll see allyouraccounts at thisbank.Choosethe account youuse foryourbusiness. ClickConnectand QuickBooks will download all ofthetransactions fromthelast 90days. Step3-EnteringTransactions OntheBankandCredit Cards page,clickontheCategory andsortthetransactions. Step4-ChangingTransactionCategory Open the transaction menu to put this transaction in a different category and choose the right one. Click AddonthecolumntotherightIfthis isa new transaction. Step5-ChooseaPayee Step6-Transfers Step7- Split Transactions Step8-BatchAction

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