Boost Your Productivity with QuickBooks Online: How to Set Up a Bank Feed in Minutes.
- Jessica Chang
- Apr 4, 2023
- 1 min read
One of the great features of QuickBooks Online is the ability to connect your bank accounts and credit cards to the software. This allows for automatic updates of transactions and simplifies the process of categorizing and reconciling expenses.
Connecting a Bank Feed for the First Time
Go to Banking in the left side menu.
Click on the Connect account button.
Search for your bank, credit card company, or credit union.
Select Continue.
Login using your bank credentials.
Run through the security checks.
Choose the accounts you want to connect.
Select the date to pull transactions from.
Pick the Chart of Accounts account type in the dropdown or Add New.
Select Continue.
When complete click Done.
You will see the account on the Banking page.
Connecting another Bank Feed
Go to Banking in the left side menu.
Click on the Link account button.
Search for your bank, credit card company, or credit union.
Select Continue.
Login using your bank credentials.
Run through the security checks.
Choose the accounts you want to connect.
Select the date to pull transactions from.
Pick the Chart of Accounts account type in the dropdown or Add New.
Select Continue.
When complete click Done.
You will see the account on the Banking page.
What if I don't see my bank listed?
If you don't see your bank listed when you try to connect a bank feed in QuickBooks Online, you have a few options:
Try searching for your bank again: Sometimes, searching again with different search criteria can help you find your bank.
Try searching with your bank's login URL.
Import transactions manually: If you can't connect your bank account to QuickBooks Online, you can still import transactions manually. You can download a CSV or Excel file of your transactions from your bank's website and then import that file into QuickBooks Online.
Pro Tip: If you run into error messages while connecting, try to login to the bank using the bank's admin credentials. If you don't have the admin rights, the bank feed may not connect.
Once you've connected your bank account, QuickBooks Online will automatically import the transactions from the date of your choosing. You can then review and categorize these transactions to ensure they are correctly recorded.
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