
In this blog, we discuss How to “connect bank and Credit card accounts to QuickBooks online” including all related information to clear all bank information.
As you know, QuickBook’s amazing features and integrations find all convenient ways to fix your all business accountancy programs. QuickBooks offers a secure payment mode to manage your all business payment issues. Here, you can connect your bank accounts directly to your QuickBooks Online. Throughout this, you can easily track your business payment accurately including data and time.
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How to Connect the Bank and Credit Card Accounts to QuickBooks Online

The following steps help you to learn to connect the bank and credit card accounts to QuickBooks Online.
Total Time: 25 minutes
Step 1: In the Beginning, You Need to Connect a Bank or Credit Card Account
πΉ You have the choice to connect with many accounts as you required.
πΉ You can connect your bank for personal as well as business uses.
πΉ But, you can track and sort out your all transactions.
πΉ Go to your Banking menu and all options will appear on your screen
πΉ Hit the click on the Banking tab
πΉ Now, you have to choose the βConnect Accountβ If you do this the first time
πΉ If you already created then hit your click on the βAdd Account or Link Accountβ
πΉ Locate your Bank, you can be associated with most banks including small credit unions
Point to be Noted: If you are unable to locate your bank but are still required to add all transactions to the QuickBooks online then you can do it manually.
πΉ Hit the Continue button and enter the login credentials for the bankβs website in the window
πΉ Follow the displayed steps to connect with your bank. The bank must be required security checks to find authorized users.
πΉ It takes little time to complete the process
πΉ Choose the Bank or Credit Card accounts that you require to link. So, you can view all available accounts at your credit or bank card company
πΉ For every account, that you need to connect, choose the matching account type from the available preferences.
πΉ In QuickBooks, accounts are visible on the chart of accounts.
πΉ Now, you have to choose for βBack to the screen from where you need to download the transactionsβ
πΉ Many financial institutions let you download the transaction of the last 90 days
πΉ Hit the click on the βConnectβ button
πΉ After this, connect your bank accounts from the chart of accounts
Step 2: In this step, Learn to Download the Recent Transactions
Once you connected with your account, you can automatically download the transactions. So, users donβt need to go through manual processing. Update and get the recent transactions with these following steps:
πΉ Open the Transaction menu or Banking menu
πΉ Enter your click on the βBankingβ tab
πΉ Choose the βUpdateβ option
πΉ Wait until all recent transactions will be updated on your screen.
Step 3: Require to getting Approval the Way it Categorizes Them
πΉ After downloads the transactions, you require to get approval the way it categorizes them, perform the following instructions step-by-step:
πΉ From the Banking menu homepage, choose the file for the account that you need to review
πΉ Hit the click in the βReviewβ tab to begin to review
πΉ Now, you can review them one-by-one
Point to be Noted: If you find the message related to the additional authentication, proceed with on-screen guidelines to finish the update processing. Not all banks need this kind of issue.
Step 4: Update your Connected Accounts
πΉ Update the Bank or credit information (User ID or Password) or update the connection
πΉ Open the Banking or transaction menu
πΉ Click on the βBankingβ tab
πΉ From the list menu, click on the βEditβ icon for that particular bank account that you want to update
πΉ Choose the βEditβ sign-in info
πΉ Check and update all required account data
πΉ Hit the βSave & Connectβ button to finish the program
We hope the above information clears your all queries regarding βHow to connect the bank to credit card accounts to QuickBooks onlineβ and fix all QuickBooks online related issues and QuickBooks bank feeds not working issue.
While implementing the above steps, if you need any kind of favor, then connect with QuickBooks support. They provide a 24/7 availability service to resolve your all queries.
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FAQ’s
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How would I be Able to Sync Bank Accounts in QuickBooks Online?
πΉ Linked with your Bank account
πΉ Select the bank and enter the user id and password that you prefer to access the accounts
πΉ Select the Account and enter βTransactionsβ
πΉ Hit the next click on the βFirst Transactionβ from the list-menu
πΉ Enter your right-click on it and the transaction details will update on your screen
πΉ Now, you have the choice to change the transaction category
πΉ Click on the βPayeeβ option -
Is it Safe to Link my Bank Account to QuickBooks?
Yes, connecting your bank with QuickBooks is one of the best ways to handle all business payments. So, you can pull the record of all transactions and then download it. To do this, just go to your bank account and then go to the bank feed field. In QuickBooks, you find more advanced options.
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Can I Merge Two Accounts in QuickBooks?
QuickBooks utilizes more than one account as the default for various features. These are like accounts linked to online banking unable to merge. If you try to merge accounts that have reconciliation reports and click on the βReportβ button. The selected transactions lie on the merged account and then stay reconciled.