Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
March 26, 2026
Question

A client has an established bank feed with Royal Bank of Canada. They have just gotten a new Line of Credit. How do I connect to the new Line of Credit?

  • March 26, 2026
  • 1 reply
  • 4 views
No text available

    1 reply

    QuickBooks Team
    March 26, 2026

    Hi there, @CJBookTo connect your Royal Bank of Canada account to QuickBooks Online(QBO, go to the Accounting settings and link it there.

     

    Here's how:

     

    To connect your bank account in QuickBooks, follow these steps:

     

    1. Go to All Apps, select Accounting, and then choose Bank Transactions.
    2. If this is your first time connecting an account, click Connect Account. If you've connected an account before, select Link Account.
    3. Search for your bank. Most banks, including smaller credit unions, can be connected.
    4. Sign in to your bank account by entering your banking username and password, then click Continue.
    5. Follow the on-screen instructions to complete the connection. Please note that your bank may require additional security checks, and the process may take a few minutes.
    6. Select any accounts you wish to connect, such as savings, checking, or credit card accounts. Then, choose the corresponding account type from your chart of accounts in QuickBooks.If you don’t see the appropriate account type, select Add New from the dropdown menu.

     

    To set up and track a line of credit in QBO, please follow the steps provided in the article: Manage a line of credit in QuickBooks Online.

     

    Please reply to this post if you have additional concerns about connecting your bank with QBO.