Connect bank account

I'm here to help you connect your bank account, yrengineersref.

You can go to the Banking or Transactions menu to add your bank account. This way, QuickBooks we'll be able to automatically download your recent bank transactions. I'll show you how:

1. Go to the Banking menu or Transactions menu.
2. Select the Banking tab.
3. If this is your first time connecting, click Connect Account on the landing page. If you've already connected one, select Add account or Link account.
4. Search for your bank, then select Continue.
5. Enter the username and password you use for your bank's website in the window, then follow the on-screen instructions. 
6. Choose the bank account you want to connect, then select the matching account type from the drop-down menu.
7. Set how far back you want to download transactions. 
8. Click Connect to complete the process.

To learn more about this process, you can visit this article: Connect bank and credit card accounts.

I recommend reading these guides to help manage your downloaded online banking transactions in the program:
 

• Categorize and match bank transactions
• Set up bank rules

You can always find me here if you have any other concerns or further queries about the online banking feature. Stay safe and have a productive week ahead.