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November 3, 2020
Question

How do I get my bank accounts to link to Quickbooks

  • November 3, 2020
  • 1 reply
  • 1 view
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1 reply

Level 13
November 3, 2020

Hi kent12,

 

Thanks for joining us here on the Community! To connect your bank account, select Banking from the left menu > link account, then search and select your chosen bank provider. 

 

You'll be re-directed to your bank during the connection process to enter your bank security information and to grant authorisation of the Open Bank feed. Once returned to QuickBooks, the bank will appear as a tile on the banking page with the live balance and transactions to be reviewed in the For-Review tab.