Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Map a banking account to a QuickBooks account

Important: Read the window carefully. If you have more than one account at your financial institution, you may be asked to map all of them to your accounts in QuickBooks, one after another. The window may not start with the account you expect.

  • If you have a QuickBooks account for this account at your financial institution, click Use existing QuickBooks account, then click the drop-down arrow and select the QuickBooks account to use. Then click the Continue button.

  • If you're sure that you don't have a QuickBooks account for this account at your financial institution, click Create a new Quickbooks account, then enter a name for the new account. Then click the Continue button.

    To enter more information (such as an opening balance) for the new QuickBooks account, use this method instead. Click Use existing QuickBooks account, then click the drop-down arrow and select Add new account. Set up the new account as you usually would.

  • If you don't want to set up online banking for the QuickBooks account now, click the Cancel button. You can set up online banking for the account later by downloading transactions for it.

KB ID# H_OLB_MATCH_FI_ACCOUNT_TO_QB_WEB
12/11/2016 1:56:23 AM
PPRDQSSWS404 9138 Pro 2017 b0f7c3