How to connect an existing bank or credit card account to QuickBooks Online
This video covers connecting your new bank accounts to QuickBooks Online.
- First, go to Transactions, then to Bank Transactions.
- Then, hit "Link Account," search for your bank, then follow the instructions to log in.
- Once you enter your login credentials, QuickBooks will ask which account you want to connect to and how far back you want to go.
- If you know the exact date you started using the account, you can enter it here. If not, start from January 1st of the current year.