Hello QuickBooks users, welcome to another tutorial of QuickBooks. In this tutorial, you will learn how to Connect Bank Account to QuickBooks Online. It is pretty easy to connect your existing Bank Accounts to QuickBooks Online. This tutorial is specially made for QuickBooks Online users. If you are new to QuickBooks Online, you may want to take a look at QB Online and see what it has to offer.
What you will learn
So in this tutorial, you will learn the following:
- Add new bank account
- Remove or disconnect bank account from QuickBooks
You don’t have to worry if you have never tried QB online before. I will try to explain each step slow and clear. So first thing first, log in to your QuickBooks Online account. You can create a new one here if you don’t have it yet. Once you are in the QB Online main interface, go ahead and click the Banking tab from the left panel.
How to Connect a New Bank Account to QuickBooks Online
Next, click the Connect button to proceed
On the next window, you will need to pick your Bank. You can use the search box to find your Bank name. Next, enter your login details to log in to your Bank.
Click Continue and QuickBooks will start connecting to your Bank.
For the sake of this tutorial, I am going to connect my personal bank account for my personal checking and personal checking. This is not a business bank account. But, you would want to do that with your business.
Choose the accounts you want to connect and then press the Connect button to continue. In a few moments, you should see your bank account overview as following
In the bank account summary/overview, you will see your saving and checking account summary, all transactions, expenses you made recently and some other kinds of stuff. And then, if you go to the Dashboard, you will see your bank account information there.