It is important that as soon as you start to use a new bank account, savings account, line of credit or credit card you notify us right away. This article will help you connect that account to QBO.
Step 1
Login to QBO.
Step 2
On the left side menu bar, select "Transactions" and then "Bank transactions".
Step 3
On the right side of the "Bank transactions" page, select "Link account".
Step 4
Then search for your bank. In this example, we'll use RBC.
Step 5
Once logged in, select the new accounts we are adding to QBO.
Step 6
Hit the drop down and click "Add new".
Step 7
If this is a checking account, make sure the Detail Type is "Chequing", if we are connecting a credit card or loan account, make sure account type is "Credit Card".
Step 8
Under Name, write the following "bank name, account type, last 4 digits of physical card".
- Example for credit card: BMO Credit Card 1234
- Example for chequing account: RBC Chequing 4321
- Example for savings account: CIBC Savings 5678
- Example for line of credit: TD Line of Credit 8765
Step 9
IMPORTANT - select the correct currency of that card. Either CAD or USD (See example below).
Step 10
Click "Save and Close".
Step 11
Repeat this for each new account we are connecting.
Step 12
BEFORE CLICKING CONNECT, make sure to include when transactions should be pulled in from. Usually as far back as possible or it may be as of when we started doing your books. Contact support if you are unsure.
Step 13
Click "Connect".