How To Connect Banks to QuickBooks Account – Gentle Frog Bookkeeping and Custom Training

In this post, I ’ meter going to show you how to connect your bank to QuickBooks on-line. We ’ re going to be using the Sample Company File. The first thing we need to do is get into our Dashboard and locate the area that says “ Bank Accounts ” .
After we locate that region, scroll down a little bit and front for the associate that says “ Connect accounts ” .
Clicking the connect accounts button is going to bring up a fresh screen where we can tell QuickBooks online where to look for our bank explanation. The filmdom will have some options mechanically available for you to click for the more popular banks like Wells Fargo and Bank of America. If you don ’ t see your bank there, you can merely type in the name or URL of the bank and it should populate in the results below .
immediately that we have our Banking Institution selected, we need to help QuickBooks identify which of our accounts it will be linking. You may have more accounts or you may have lone one. The claim display will vary depending on how your bank is set up. Select the account you want to use in this example, we ’ re going to uncheck the box that says “ Please connect any newly opened accounts or newly eligible information mechanically with Intuit. ” We do this because we don ’ t inevitably want it to mechanically connect to QuickBooks.

the adjacent steps are childlike. Click cover and then read and accept the terms and conditions on the future screen. And once you ’ ve done that, chatter Confirm Account Information. This will prompt another screen door to let you know QuickBooks is talking to your bank. It will look like this :

What this does it it creates a link between your bank explanation and Quickbooks. Quickbooks will now be able to receive information from your bank bill. This is a one-way communication line. Quickbooks will not be able to make any changes on your behalf to your bank history information. so now that quickbooks has our accounts linked, it will be able to see which account you have available and prompt you to select the right one and link it to a register in QuickBooks .
With the allow account now linked, we can tell QuickBooks which date range to use. There are some pre-filled date ranges you can use in the drop-down menu or you can create your own custom-made range. In our exercise, we ’ ll consumption 01/01/2019 and snap connect.

QuickBooks will begin working it ’ s magic and begin importing your transactions into the code queue for the selected register. You ’ ll see that we have 81 items to reivew. Click on the business checking tile and we ’ ll be taken to the adjacent step .
once we click on that tile, we ’ ll be able to see the remainder we have in our savings bank and the balance that we have in QuickBooks. There are besides 81 things for us to process. For more information on how to process these transactions, check out my blog on How to Code Banking in QuickBooks Online .
For a video tutorial on how to connect banks to your QuickBooks history, please see the video below .

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