Payroll Made Easy!

To link bank feeds on QuickBooks Online, follow these steps:

1. Log in to your QuickBooks Online account using your credentials.
2. From the dashboard, click on the “Banking” tab located on the left navigation menu.
3. In the Banking section, click on the “Connect account” button in the upper-right corner.
4. A search box will appear where you can type the name of your bank. Enter the name of your bank and select it from the list that appears. If you don’t see your bank listed, you can manually enter your bank’s web address by clicking on the “Can’t find your bank?” link below the search box.
5. You will be redirected to a secure login page for your bank. Enter your online banking credentials (username and password) and click “Continue” or “Log In.”
6. QuickBooks will establish a secure connection with your bank, and a list of accounts associated with your bank will be displayed.
7. Review the list of accounts and select the ones you want to connect to QuickBooks. If you don’t want to connect a particular account, uncheck it.
8. After selecting the accounts, click on the “Connect” button.
9. QuickBooks will start importing your bank transactions, and it may take a few minutes or longer, depending on the number of transactions. Once the import is complete, you will see a success message.
10. Your bank accounts are now linked, and you will be able to see your bank transactions under the Banking tab. QuickBooks will automatically categorize some transactions, but you may need to review and categorize others manually.