QuickBooks is an efficient instrument for small and midsize companies to directly get their accounting and bookkeeping. QuickBooks Desktop is one of its six performances and arguably is one of the most streamlined effects. You can also link your bank account to QuickBooks Online to match your bank feed, pay rights, salaries, etc. However, the users still have several queries about the process to link a bank account to QuickBooks. In this article, we will try to give answers to some of the most common queries regarding the utility.
While trying to link bank account to QuickBooks, you could face numerous errors, and any wrong maneuver could result in maximum damage. So, call on the 1.855.738.2784 to get external assistance on the issue anytime.
Is it secure to connect a bank account to QuickBooks Desktop?
QuickBooks is a popular platform for secure accounting. So, yes, it is safe to link bank account to QuickBooks Desktop. Besides, the users are running on a one-way street. QuickBooks just pull a record of transactions and save them in your software application. Linking your bank account will not give QB any power on sending or saving any data on its servers. Still, users can view their banking transactions without connecting their bank feeds by downloading QBO, CSV, or QFX files from the bank’s website. You can later import the data in QuickBooks.
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Do you keep connecting your bank account to QuickBooks?
No, it is not compulsory to link your bank account to QuickBooks. Checking your bank feeds in QuickBooks is a utility that can be accessed by linking your bank account to QuickBooks. However, if you don’t need to view your bank transactions in QuickBooks, there is no compulsion from the software.
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How to Link Bank Account to QuickBooks Desktop?
Follow the given below to link bank account to QuickBooks.
- Open QuickBooks and click on the Banking from the left menu.
- Select Add Account and look for your bank.
- You can also enter the URL to your bank’s website.
- Enter your banking credentials and choose the type of account.
- Choose the transaction period you want to download from your bank’s website.
- Select Connect.
At this point, we would like to end the blog on the process to link bank account to QuickBooks and the common user questions revolving around it. We hope that the content is easy to understand and provides all the answers you are looking for. On a different note, if you need any additional help, call on the 1.855.738.2784 anytime.
Read also : Complete Guide to Rectify Common QuickBooks Errors