Connecting Your Bank Accounts to QuickBooks

Connect your bank accounts to QuickBooks so it can download your transactions. Categorize transactions and add them to QuickBooks, so QuickBooks can start doing the work for you.

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Connect Your Bank Account

On the Dashboard, under Bank Accounts, click Connect account.

Sign Into Your Account

First find your bank. Then fill in the username and password you use to access your accounts. Click Sign In when you’re finished.

Choose Your Account

Once connected, you’ll see all of the accounts you have at this bank. Choose the account you use for your business and tell QuickBooks what kind of account it is. QuickBooks will download all of the transactions from the last 90 days—but these transactions aren’t in QuickBooks yet.

Enter Transactions

The first time QuickBooks downloads your transactions it’s up to you to review and categorize your expenses. On the Banking page click on the Category or Match column to sort the transactions. You’ll see where QuickBooks tried to find categories for some transactions.

Changing the Transaction's Category

Click the first transaction in the list to open it. To give this transaction a different category, open the transaction menu and choose the right one. Then Click Add to save the transaction.

See What You're Making and Spending

You can get a summary of how your business is doing right on your dashboard.

Run a Profit and Loss Report

You can also run reports like the Profit and Loss report which will give you more detail about how your expenses are categorized and where you’re spending the majority of your business’ money.

You can even see your expenses as a percentage of your income.

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