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Conveniently manage your finances— FAQs What version of QuickBooks® can I use with Small Business Online Banking? In order to download your account information or access it directly with Small Business Online Banking, you must use either QuickBooks® Online or QuickBooks® Desktop 2018 or later. What is Web Connect? Web Connect allows you to download your transactions from Small Business Online Banking, launch your QuickBooks® Desktop software and reconcile your transactions. What type of accounts can I access through QuickBooks®? You can use QuickBooks with your checking, savings, money market and credit card accounts. How does Small Business Online Banking through QuickBooks® via Direct Connect relate to Online Banking at bankofamerica.com? Your enrollment in Direct Connect automatically gives you access to Small Business Online Banking at bankofamerica.com. Both services share information, even with bill payments. When you pay bills with one service, they will be automatically reflected on the other service. How can I use QuickBooks® Desktop with Small Business Online Banking? How to access your banking transactions with Web Connect:
How to integrate Online Banking in QuickBooks® Desktop with Direct Connect:
If you are new to QuickBooks then read this article to know how to connect bank accounts to QuickBooks. We are providing some simple steps that will help you to connect your account with QuickBooks Desktop and Online. In this article we are providing you the process to connect your bank accounts with QuickBooks, here we have discussed several methods that you may go with. The article is going to give a tutorial about how to connect bank accounts to QuickBooks Desktop& Online. Still having any issue related to it, contact us.+1-844-405-0904 Connect bank Accounts to QuickBooks and manage your transactions. QB gives a quick response when you work on added transactions with QuickBooks. You can keep your business reports up to date and invest your valuable time in a better place. By connecting your account with QuickBooks you can just eliminate tons of data entry and dependency of data use. You can get more knowledge about QuickBooks online. After connecting your account, you will surprise about its working and other related and beneficial features. Now, let’s Start the steps and enhance your business Books. You can also connect your bank account to QuickBooks via direct Feed. Steps to Add a Bank Account in QuickBooks OnlineThere are two ways to connect a new bank account in QuickBooks Online. Method 1: Direct Feed ConnectionIt is commonly used for a bank account that you know has a bank feed available and is set up for bank feed access.
METHOD 2: Manually Add a Bank Accountif there is no bank feed available then this is a great option for you or you can choose this option if you require to connect the bank feed later.
If you want to connect a bank account via direct bank feed to a new account, go to the drop-down arrow next to ‘View Register’ and then choose ‘Connect Bank’. See in below picture. Steps To Connect Bank Accounts to QuickBooks Desktop
Choose your bankNow choose your Bank Sign In Your AccountFill in all details related to login such as the username and password you use to access your accounts. Click Sign In when you are finished. Hang tight. It may take up to a couple of minutes for your bank’s computers to talk to QuickBooks. Choose your account
Entering TransactionsYou can sort your transaction by clicking on Category or Match column. You don’t have to deal with them all at once. Here’s the thing these transactions are real. Let’s get started putting transactions into QuickBooks’ first category or sorting the transaction. You’ll see we’re QuickBooks try to find categories for some transactions click the name of the first transaction to open it. You’ve got some choices to make if you agree with the category QuickBooks gave this transaction lead it to put this transaction in a different category. Changing the categoryopen the first transaction in the list, to categorize this transaction in the different categories. Click Add to save the transaction See What You’re Making and SpendingYou can observe your spending by seeing the summary on your dashboards Run ReportsYou can get more detail about how your expenses are categorized and where you’re spending the majority of your business’ money. You can even see your expenses as a percentage of your income. Choose a PayeeOpen the menu and choose the right category Next choose the payee the person you paid for this transaction is this transaction books you’ve never entered it as an expense or a check or anything else then click add done with this transaction. TransferDid you pay a business credit card bill or make a loan payment with this transaction? in that case, choose transfer to select the account you paid this money to and click transfer. SplitWhat if you spent money but you bought stuff for more than one category like a purchase at an office supply store that included a new laptop printer paper and toner. In this case. Click split then Choose the appropriate categories and how much you spent as per your need. Batch ActionCategorized a bunch of transactions and you agree with its categorization click one checkbox down the Shift key the final one in the list that you want to choose. Open batch actions and choose except they’re all done. Correcting a MistakeWhat if you made a mistake and categorized a transaction? no problem, in the QuickBooks tab choose the transaction and undo it. It goes back to the new transaction. So you can put it where it belongs. We hope, the article would have helped you to connect bank accounts to QuickBooks. if you have any related issues then you are free to contact us. you can also read our other useful article to learn more: Dial our QuickBooks support phone number +1-844-405-0904 to get support and customer service. |