![]() If you are unable to find the option you need from the drop-down list or are new to QuickBooks, select “+Add New” to create a new account in your “Chart of Accounts”. If you can’t find the option in QuickBooks to link your bank account ![]() If you are connecting multiple credit cards from the same bank, choose the type for each card you are connecting. Choose the account type you would like to add i.e., checking, savings, or credit card.If this is the case, you will see instructions on the screen letting you know what to do next. Note: It can take several minutes to link QuickBooks online to your bank account however, some banks may require additional information for security purposes. Select “Continue”, and then in the pop-up window, enter the username and password for your online banking account and click, “Connect”.If you are unable to locate your bank on the list, but would still like to add your transactions to your QuickBooks account, then you can try manually uploading your transactions from a CSV file. Search for your bank (most banks, and even small credit unions, can be connected).From the banking menu, select “Connect” from the landing page or if you have already created an account, select “Add Account”.After approving how QuickBooks categorized your accounts, you will be able to view all your recent updated credit or bank card transactions, sales, and expenses included. Once your financial accounts are connected to your QuickBooks Online account, QuickBooks will automatically download and categorize all of the transactions made through your connected accounts. You can link QuickBooks online to your bank account and optimize QuickBooks with the help of our outsourced accountants. Connect your bank, credit cards, and other financial accounts to your QuickBooks Online account hassle-free without any data entry required. This special feature can help save you a lot of time and effort. One of QuickBooks’ most efficient features is online banking, also known as “bank feeds”.
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