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.
Check out our video on YouTube.
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