How to connect to the bank feeds in QuickBooks Online

Instead of manually entering financial transactions, you can connect your QuickBooks Online account to the bank feeds. Bank feeds can connect to banks and credit card accounts. Step 1: Make sure that you have added the bank account or credit card account in the chart of accounts (Gear > Chart of Accounts). Step 2: Click on the Banking tab in the left menu navigation bar. Click "add account" in the upper right corner. Step 3: Enter the name of your banking institution and select the thumbnail associated with it. Step 4: Enter the same username and password that you would use to log into your bank online. Step 5: Click Continue and then select "I [...]

By |2018-06-08T09:03:56-05:00June 8th, 2018|QuickBooks Online|0 Comments
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