How to connect your bank feed in QuickBooks Online

2024-09-15

Keeping your books current starts with a clean bank feed.

Steps

  1. In QBO, go to Banking → Link account.
  2. Search your bank, authenticate, and select the right accounts.
  3. Set the correct start date to avoid duplicate transactions.
  4. Review imported transactions weekly; categorize with consistent rules.

Tips

  • Use bank rules for recurring vendor patterns.
  • Reconcile monthly against bank statements for accuracy.