Easy Way to Connect Bank Account to QuickBooks Desktop - PowerPoint PPT Presentation

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Easy Way to Connect Bank Account to QuickBooks Desktop

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There might be several reasons a user can face to connect bank account to QuickBooks Desktop, which prevents users from downloading their banking transactions to QuickBooks Online. In our article, we have listed a detailed solution to rectify this error and the factors that can trigger this error in QuickBooks. For a step by step troubleshooting guide follow the complete article. – PowerPoint PPT presentation

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Title: Easy Way to Connect Bank Account to QuickBooks Desktop


1
Quick Way to Link Bank Account With QuickBooks
  • Are you looking to connect your bank account to
    QuickBooks? Despite the fact that it's a
    straightforward procedure, but anybody can face
    issues at the same time. Whichever adaptation of
    QuickBooks you use, associating your Master
    card/bank account with QuickBooks products can
    prompt a few errors like QuickBooks error code
    102, QuickBooks Online Banking Error OL 222, and
    so on.

2
Follows These Two Steps to Connect Your Bank
Account with QuickBooks
  • Through the banking section
  • Through your chart of accounts

3
Go with These Steps to Connect Credit Card
through the Banking Section
  • Log In to your Intuit QuickBooks software.
  • Select Banking from the left menu and Go to Add
    Account and then search.
  • Select your financial institution from the list.
  • Enter user login id and password for your
    institution website and Continue.
  • Completing security verification for your bank,
    Select Securely Connect
  • Select bank emblem and click Account type
    drown-down list to choose either your bank or
    Credit card. You can click add new to create
    one.
  • By selecting Connect, QuickBooks will download
    past 90 days transactions automatically.

4
Steps to Link Existing Bank Account via chart of
Accounts
  • Open QuickBooks and select gear icon from the
    top.
  • Click Chart of Accounts and choose the bank you
    like to connect in action column.
  • Click Account History (or View register)
    drop-down and select Connect Bank.
  • Finish the bank connecting process by following
    prompts.
  • These are the simple steps to Connect Existing
    Bank via Chart of Accounts
  • After connecting the bank, you can update the
    transaction download anytime.

5
Simple Way to Slove Quickbooks Bank Account
Issues
  • These are the very easy steps that we have
    mention here. By this step you can connect
    QuickBooks to Bank account.
  • If you are still looking to resolve QuickBooks
    Bank Account Issues, we have written an awesome
    article, where we will show you how you can
    Connect Bank Account to QuickBooks Desktop and
    Online.
  • There might be several reasons a user can face
    QuickBooks Bank Connect Errors, which prevents
    users from downloading their banking transactions
    to QuickBooks Online.
  • Follow the complete article for detailed
    instructions on how to add and connect bank
    account with QuickBooks with easy to follow
    mentioned steps.

6
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