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Link bank account to quickbooks desktop |
Set up online banking for QuickBooks Desktop for Mac
Visit QuickBooks Desktop. The following video tutorial illustrates the process of importing bank transactions into QuickBooks Desktop. We also prepared step-by-step instructions below to help you understand this lesson better:.
Most banks have online bank features that make it simple to allow QuickBooks access to your account or to export transactions that can then be imported into QuickBooks. Moving your bank transactions to QuickBooks helps you:. Before you proceed, make sure that your bank feed mode is set to either Advanced or Express mode. Advanced and Express are similar, except Advanced offers more options to categorize your transactions.
To set your bank feed preferences, click on the Banking menu, select Bank Feeds, and then hit the Change Bank Feeds mode drop-down:. You should see a pop-up screen where you can set your bank feed preferences. By default, QuickBooks Desktop sets it to Advanced mode. Click OK to continue:. Setting up a bank feed establishes a direct connection between your bank and QuickBooks.
It enables you to export data from your bank and import bank transactions into QuickBooks Desktop. Importing bank transactions to QuickBooks Desktop through direct connect can be executed in the following steps:. From your QuickBooks Desktop homepage, click on the Banking menu on the top of the screen.
A pop-up screen appears telling you to close all open QuickBooks windows temporarily. Click Yes to continue:. After clicking Yes, the bank feed setup screen will appear. From here, follow the prompts when connecting your bank:.
With the bank feed established, your bank transactions will be imported automatically into QuickBooks on a daily basis. A WebConnect file. Most banks support this type of file. To do this, click on the Use Register drop-down under the Banking menu. In the screenshot below, there are two transactions recorded in the checking account register. Transactions in the Checking Account Register. Make sure that the file has a. Select the. You can review and manage your transactions in the banking center.
You can also find the Bank Feeds Center under the Banking menu. As you can see in the screenshot below, the three transactions we just imported are now pending for review. Two of the transactions are in the Recognized section, and one is in the Unrecognized tab:. We recommend that you always review the details before clicking on the Confirm button.
Your goal is to enter the three transactions into the register. In this case, you need to review and add it to the account register manually. However, before we proceed, we need to provide additional details. To do this, click on the Add More Details drop-down under the Add button on the far left side of the screen:.
After clicking on Add more details, a pop-up screen will appear, requesting you to enter information including:. This tells you you're signed in and connected to QuickBooks Payments.
You can keep using the same account you've always used to deposit customer payments. If you need to, here's how to change the account. Now your accounts are connected. Here's how to turn on payment options and process payments.
Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. If you see a message about credit card protection, fill out the fields and select OK. Then select Sign In. Select Connect.
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