Connect Bank Account to Quickbooks Desktop

Setting up QuickBooks to sync with bank allows you to download transactions from the bank directly in to QuickBooks so you are saved form the manual work and account is reconciled automatically.

How to Set Up QuickBooks to Sync with Your Bank?

To sync bank account with quickbooks desktop, You need to follow mentioned below steps:

Total Time: 9 minutes

  1. Step One

    Click on list menu and click on chart of accounts.

  2. Step Two

    Right click on your bank account and click on edit account.

  3. Step Three

    Click on set up bank feeds

  4. Step Four

    Type your bank’s name

  5. Step Five

    Click on the correct bank’s name from the list.

  6. Step Six

    Enter your online banking credentials.

  7. Step Seven

    Click on connect.

  8. Step Eight

    This will set up the bank feed which is also called online banking in QuickBooks.

Need Professional Help?


Get Experts Advice to Fix Your All Accounting & Bookkeeping Problems

Related Topics

Further Reading