How to Connect Bank Feeds
- Log in to QBO
- From the menu on the left, select “Banking”
- In the next window, click on the green box “Connect”
- Type the name of your bank (e.g., Regions, Chase, etc.) or enter the website address where you would normally log in to your account (e.g., http://www.chase.com )
- A selection of different bank types may appear – make sure you select the correct option for your bank and/or credit card. As an example, for the Home Depot Credit card, there are personal HD accounts, Commercial HD Accounts, Commercial HD Revolving Line of Credit Accounts, etc. Selecting the wrong bank type may cause your login to fail.
- Log in as you normally would, and select the check box “I am not a robot” – this will queue up a confirmation screen after you click the green button “Sign In”
- The confirmation screen will be a series of pictures. At the top, it will give you a direction, such as “Select all images with a car showing” or like the example below, “Select all images with a store front.” Simply click on the pictures that match the direction given, and click the blue “Verify” button:
- It will then ask you which accounts you wish to connect. The default setting will import 90 days worth of transactions. If you know you would like a shorter time period, click on the blue verbiage that says “Want a shorter time period?” However, if you aren’t sure, don’t worry – you can accept the default 90 days and then later exclude the transactions you don’t want.
- Next to the account you are connecting, QBO will ask you to “Enter account type” – what it is asking you to do is select the account within QBO (from your Chart of Accounts [COA]) that represents this bank account or credit card. Click on the upside triangle to bring up your list of accounts.
- If you don’t see your account listed, you can click on “Add New” and create a new COA account. Otherwise, click and select the account that matches.
- After selecting or creating, click on the green “Connect” button at the bottom right:
- Congratulations! Your account is now connected! If you need to add additional accounts, simply click on “Add Account” and repeat steps 4 thru 11 until all of your accounts have been added.
