Trying to connect bank and credit card accounts to QuickBooks online and unable to do so? Well, this guide shares the complete set of steps to connect bank and credit card accounts to QuickBooks online successfully. By simply connecting your bank and credit card account, you can simplify the bookkeeping process and save valuable time. It should be noted that the steps shared below are for customers using QuickBooks online. To find out the entire steps involved, make sure to keep scrolling the segment.

Steps to connect bank and credit card accounts to QuickBooks online

Step 1: You need to link a bank or credit card account

• Head to the transaction and choose bank transactions.

• After that, choose connect account.

• Now, go for bank and choose lets go.

• The next step is to go through the terms and conditions and then choose agree tab.

• After this, you need to sign in and enter the online banking credentials.

• And then, perform the steps to connect to the bank.

• The user needs to then choose the account such as savings, current, or credit card.

Step 2: Refresh the bank feed and categorize transaction

• You need to simply head to the transactions and then choose bank transactions.

• After which, you need to choose update tab.

• And also review, categorize and match the downloaded transactions carefully.

Step 3: Reconfirm your bank feed consent

Now that you have reached the end of this segment, we expect that the information shared in the above piece would be helpful in connecting bank and credit card accounts to QuickBooks online. In case you have failed to do so, then reaching out our technical support team at +1866-453-7060 would help. Our experts will ensure that your queries are resolved immediately.