How to add bank account to QuickBooks? Now import transactions with ease.

How to add bank account to QuickBooks? Now import transactions with ease.

QuickBooks users can connect their accounting software with their bank account. There are many perks of doing so. But for beginners it is really difficult to do that as they don’t know how to add bank account to QuickBooks. But since there are many benefits of syncing your bank account with QuickBooks, thus you should always do so. Here are some of the perks you see. Some of them are as follows:

  1. Firstly, users will be able to pay and receive payments directly from QB.
  2. Also, you can easily download all the transactions from your bank account for reconciling different accounts.
  3. You can easily access accounts from Chart of accounts present on the left navigation panel.
  4. You can also manage all your transactions easily by importing them into QB.
Are you a Quickbooks user?

QB has many tools and features that let users handle transactions, even the most complicated ones. Applying payments and deposits is indeed arduous but can be substantially simplified by interlinking bank account. Also, QB is completely secure for performing the transaction. Payroll users have an added benefit. They can link their bank account with QB and deposit money directly into the bank account of their employees.

How to add a Bank account to Quickbooks?

Follow the steps given below to link your bank account with QB software:

  1. Login to QuickBooks accounting software.
  2. On the dashboard, select “Connect account” present on the Bank account card
  3. Search and select your bank
  4. Provide the necessary credentials for signing into the bank account
  5. Select the type of account you’re adding. This will help QB in easily classifying all the transactions downloaded and imported from this account


You have now successfully linked your bank account with QuickBooks. QuickBooks will download all the transaction for the last 90 days from your bank account. Still, for the first time, users need to manually configure and approve each transaction. This will help QB in identifying all the types of transactions along with their categories.

Import transactions in QuickBooks Desktop.

Follow the steps given below to successfully configure and import transaction for the first time in QB:

  1. Go to the Bank and Credit Card Page
  2. Select each transaction and classify the category for them. You can also perform batch actions on these transactions, though this is only an option for users who are using QuickBooks 2015 or later versions.
  3. Select Payee, type of transaction and Debt Purchase.
  4. Hit Add
  5. Once you have classified all the transactions, close the Bank and Credit card page.

QuickBooks will, from this moment forward, automatically record and organize all your transactions for you. You can even view a summary report of your earning and spending on the dashboard. Users can also create customizable reports with the data synced from the bank account. Profit and loss statements are great for gaining insights into your total income and expenditure. This report relies heavily on the data collected from your bank accounts. Also, creating other financial statements is simplified by linking a bank account with QuickBooks.

You can also add a description for transactions and apply them to invoices. You will also be able to manage Accounts Payables and Accounts Receivable easily. Marking payments will be substantially easier. There are infinite perks to integrating QB with your bank account. You can also integrate QB with their party programs for gaining access to more tools and features.

Still in Doubt…!

Request a Call Back

Talk to our Quickbooks Proadvisor and resolve your issue over a phone call.

We gaurantee 100% satisfaction

You can even give us a call at our Quickbooks Enterprise support number Canada at ✆ +1800-940-7442 and talk to our Proadvisor now.

Related Articles:

Report Your Issue

(Didn't find what you were looking for! Report your issue and get customized help from our QuickBooks experts.)

QuickBooks Version:
Edition Year:
No of User: Licence
HELP Needed:
Operating System:

What is Qbpro?

We are a Quickbooks and TurboTax consulting firm that takes care of all the issues that people might ever face within these programs. If you are using any of the above platforms and are continuously faced with bugs then we are here to help. You can connect with us for errors related to Quickbooks or TurboTax via any of the medium below:

What Our Clients Say...

Here is what people have to say about us.

Areas we serve:

We are proud to announce that we are covering entire Canada. Thus if you face any issues now, give us a call as our proadvisors work 24/7 to get your issues fixed.

Leave a Reply

Your email address will not be published. Required fields are marked *

Contact Me

Leave a Message

Disclaimer: is a reputable QuickBooks® Consulting firm that provides professional support services related to your accounting software. It is also a front-runner in providing 3rd party technical support services for quickbooks.


"Get QuickBooks Support, no matter where you are living in Canada. Just Call and get issues fixed."

Alberta British Columbia Manitoba New BrunswickNewfoundland and Labrador Northwest Territories Nova ScotiaNunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon


Are you confused and not able to manage your books on QuickBooks…!

Dial us: ✆ +1800-940-7442

Still facing issues

Get Help For Your QuickBooks Accounting Software

Resolve your every issue on a
Free 30 minutes call

Enter your details to get a cheat sheet of 96 awesome tricks to use Quickbooks like a pro.

We hate SPAM and promise to keep your email address safe.

Get FREE 30 minutes, Resolve your issues now!

Call Now: 1-800-940-7442