How to Connect your Bank Accounts to QuickBooks

1. How to Connect your Bank Accounts to QuickBooks QuickBooks is a software that has been widely known and accepted by the users. It is basically an accounting software which helps to manage different tasks depending on the requirement of the user. It helps to control and manage your cash flows, keeping a check on the bills, create invoices, manage salary of the employees, daily expenses, and profit and loss details, maintain taxes, generate reports, balance sheets, etc. The software is inbuilt with many exciting and helpful features. One of the features that this software offers you with is that you can connect the QuickBooks to your bank and credit card accounts and automatically download all the inventories and transactions. It is really simple to connect the bank account that you have to the QuickBooks accounting software. You just need to keep in mind a few steps and procedure. You can also avail technical help whenever you require by talking to executives at QuickBooks support number. By linking your account to the QuickBooks software, you can keep your reports and data up to data and manage transactions effortlessly.

2. Steps to connect your bank account to QuickBooks Software: Open the official site of the QuickBooks software and log in with your admin rights. Once signed in, the QuickBooks main page will open. Search for the icon of Bank accounts and in that select ‘Connect an account’ Once done, you will be taken to the next tab, where at the left-hand corner, you will be able to see a list. Select the topmost one, which states ‘Banking’. Select your bank account by clicking on the icon of ‘My Bank’ Once done, you now need to sign in to the bank account with your username and password. Once done, you will able to see the accounts that you have with that particular bank. You can choose among different alternatives such as Savings, Checking, Credit Card, etc. The QuickBooks will connect to the bank account and you can download the transactions. To download the transactions, you need to select the category or match column under the Bank and Credits page. You can also alter the transactions category by opening the transaction menu and selecting the appropriate one. This is how you can link your bank account to the QuickBooks accounting software. You can use this for various purposes such as transferring the money, making a loan transaction, paying a bill using a credit card, etc. To understand how it is done, just reach out to the QuickBooks customer care number and get their expert assistance on these matters.