![]() ![]() Choose which accounts to connect: If you do decide to connect your accounts, decide whether to connect all of your accounts, or just the account(s) you use for your business.If you’re unsure, you can initially opt not to connect your accounts and instead do so later, when you’re ready. Decide whether or not to connect your accounts: Many users are initially squeamish about connecting their bank accounts to QuickBooks Online, citing security concerns.Tips for connecting your bank accounts in QuickBooks Online: You can repeat these three steps for each account you wish to connect. Once you choose the account(s) you wish to connect, QuickBooks will automatically download transactions for the last 90 days, and it will continue to automatically download transactions on a regular basis, ensuring that your balances are always up to date. Once connected, choose the account(s) you wish to connect.Log in to the bank account with your username and password for the account.Choose the financial institution you wish to connect.Image source: AuthorĬonnecting your accounts is a three-step process: ![]() The Connect feature in QuickBooks Online lets you connect all of your bank accounts. By connecting them, you can easily track both income and expenses in QuickBooks Online automatically, reducing the amount of data entry required.Ĭonnecting your bank or financial institution also ensures that your account balances are current and reports are accurate. QuickBooks Online gives you the option to connect your bank accounts directly to the software. How to set up and use the bank connection feature
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