How to Link Bank Accounts with Quickbooks

Step 1: Log in to QuickBooks Online

1. Launch your web browser and navigate to the QuickBooks Online login page.

2. Enter your login credentials (username and password) to access your account.

Step 2: Access the Banking Tab

1. Once logged in, click on the "Banking" or "Transactions" tab on the left-hand menu.

Step 3: Connect a Bank Account

1. On the Banking page, click on the "Link Account" or "Connect Account" button (location may vary based on your QuickBooks Online version).

Step 4: Search for Your Bank

1. In the "Add Account" window, search for your bank by entering the bank name or URL.

2. QuickBooks Online will provide a list of banks that match your search criteria. Select your bank from the list.

Step 5: Sign in to Your Bank Account

1. You will be redirected to your bank's login page. Enter your bank login credentials (username and password) to proceed.

2. If your bank offers multi-factor authentication, follow the additional steps to complete the verification process.

Step 6: Grant Access to QuickBooks Online

1. After signing in to your bank account, your bank will request permission to share your financial data with QuickBooks Online. Review the permissions requested, and if you agree, grant access by clicking "Authorize," "Connect," or a similar button (depending on your bank's interface).

Step 7: Select Accounts to Connect

1. QuickBooks Online will display a list of accounts available for connection (e.g., checking, savings, credit cards).

2. Choose the accounts you want to connect to QuickBooks Online by checking the corresponding boxes.

3. Click "Connect" or "Add Accounts" to complete the connection process.

Please follow these guidelines carefully when connecting your bank accounts to QuickBooks Online. By adhering to this SOP, you can maintain consistent and accurate financial records, streamline data entry, and have real-time access to your transaction history.