How do I add my bank to quickbooks

It's a pleasure to have you here today, @sewmania54. Indeed, QuickBooks Online (QBO) allows you to connect your bank account, and I'll be expanding more details below to help with the process.

Linking financial institutions to the program is a smart move for new users. Doing this will streamline the process of bank transaction management and save time reviewing them because of the features available. I'll gladly outline the steps to get you going:

1. Access your QuickBooks Online company.
2. On the left navigational bar, click the Transaction tab and then select Bank transactions.
3. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
4. Search for your bank. You can connect most banks, even small credit unions. A gentle reminder, if you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.
5. Sign into your bank by entering your banking username and password. Then select Continue.
6. Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
7. Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.
8. When you're ready, click the Connect button.

For more details about the process, you can check this page: Connect bank and credit card accounts to QuickBooks Online.

Aside from this, I'll be adding this article to help categorise your bank transactions inside QBO: Categorise online bank transactions in QuickBooks Online.

Thank you for the opportunity to share information about connecting financial institutions inside QuickBooks. I'm here to help with any further questions about the program. Just a drop a comment below and I'll make sure to respond. Have a nice day!