Millward, May & Co - Wokingham Accountants
Wokingham Accountants

Linking Bank Account

Quickbooks

Tutorial on how to link your company bank account to Quickbooks so that bank transactions are automatically uploaded to the software. This will save you so much time!

Linking the bank is the most frustrating part of using Quickbooks as it can be quite temperamental - luckily though, you only have to do it once!


Login to Online Banking

Login to your online banking account and write down all of the information (i.e. username, password) that they ask you for in order to login. You'll need this information to link your bank account to Quickbooks.


Login to Bank via Quickbooks

Login to Quickbooks, click on the 'banking' tab on the left hand side, click 'connect' and then search for your bank. You'll then need to enter your bank login details as you would do if you were logging into your online banking. This part of the process is very temperamental and may take several attempts.


After Loading

NOT SURE WHAT HAPPENS HERE AS NEED TO DO IT WITH A CLIENT TO GET THE PROCESS SORTED!

After loading, it may give you the option to link multiple accounts. Click on the business accounts that you would like to connect, usually the current account but potentially a savings account and/or credit card account too.

Enter account type = bank account

It should then download 30-90 days worth of transactions into the software.

Success, you've now linked your bank account to Quickbooks!!