QuickBooks Support: Connect Bank Account to QuickBooks - PowerPoint PPT Presentation

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QuickBooks Support: Connect Bank Account to QuickBooks

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The software has vast features which can be used to do almost every accounting work including payroll. A user can add or connect his bank account directly to QuickBooks to check the overall transactions. – PowerPoint PPT presentation

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Title: QuickBooks Support: Connect Bank Account to QuickBooks


1
Connect Bank Account to QuickBooks
  • QuickBooks Support Canada

2
  • QuickBooks is financial accounting software
    created by Intuit for small as well as large
    businesses. The software has vast features which
    can be used to do almost every accounting work
    including payroll. A user can add or connect his
    bank account directly to QuickBooks to check the
    overall transactions.

3
This can be done as
  1. Open your QuickBooks application on the desktop.
  2. Now, go to Banking tab from the top left menu.
  3. Locate your financial institution or click Add
    Account and then search.
  4. Next you have to select your financial
    institution from the list.

4
  • Type your User Id or Login Password for the
    financial institution website and click Continue
    button.
  • Once this is done, complete the extra security
    verification steps if your financial institution
    needs it and then click securely connect.
  • Select the bank emblem to the left of the account
    which is to be connected and select the account
    type drop-down list to select a bank or credit
    account. Select from Bank or Credit Card account.
    If in case you dont have account, you can
    select add new to create a new account.

5
  • Click Connect, QuickBooks Online will download
    the past 90 days of transactions. This will take
    few minutes.
  • If in case, you require less than 90 days,
    select need a shorter date range?
  • If in case, you require more than 90 days, and
    then click Upload more than 90 days of bank
    transactions.
  • Once your download gets finish, you will be taken
    back to the Banking page to check and add your
    transactions to QuickBooks Online.

6
  • To reduce manual work and to save time, connect
    your bank account to QuickBooks Online and then
    you can download recent transactions. It is very
    useful accounting software used by a large number
    of accountants and bookkeepers manufactured by
    Intuit. However, technical error occurs sometimes
    which is hard to tackle by an unprofessional
    person.
  • Here, we as QuickBooks Support Phone Number
    Canada , geared up to help the customers for any
    major or minor issue. Contact our friendly
    executives to talk to them about your issues and
    queries as our engineers are very fast in their
    working.

7
  • QUICKBOOK SUPPORT CANADA
  • Phone no 1-844-562-9111
  • Website
  • https//quickbooks.supportcanadanumber.ca
  • Content Source
  • http//techsupportcanadanumber.doodlekit.com/blog/
    entry/4426975/quickbooks-support-connect-bank-acco
    unt-to-quickbooks
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