QuickBooks is a highly renowned accounting software which provides users with various accounting assistance. QuickBooks provide the users with a rapid response when they have added transactions with the QuickBooks software. This way, the users can also keep their business reports updated and also assists in investing their valuable time to better places. By connecting with QuickBooks with the bank account, the users would be able to eliminate tons of data entry and dependency of data use. The users can learn more about this process by connecting with QuickBooks helpline number.
Process of connecting Bank Account with QuickBooks
The steps that you would have to follow in order to connect QuickBooks with your bank account is as given below:
- Access your QuickBooks software, choose the option ‘Connect an account’ which is available under ‘Bank accounts.’
- Now you would have to select the bank account which you wish to connect with QuickBooks.
- You would further have to fill all the details which are related to login and then opt to sign in.
- You would now be provided with the list of all the accounts that you have with this bank, choose the account which you wish to use with QuickBooks.
- QuickBooks then connects with your account and download all the transactions for the last 90 days.
- You can also sort your transactions by clicking on the Category or Match column.
- The users can open the first transactions in the list to categorize the transactions in ways which they would prefer.
- The users can also observe their spending by analyzing the summary of the dashboard.
- The users would also get a detailed report of how your expenses are categorized and where the majority of the business’s money is being spent.
- Now the users would have to choose a payee.
- The users also get the option of transferring funds by connecting your bank account with QuickBooks.
With the help of this feature that QuickBooks provides to their users, one can easily handle all their additional work. The whole process of manually examining the bank transactions would be completely eliminated. Using this feature, the user can get a clear view of how, where, and when their money is being used. This way, there would be no scope for any kind of confusion. If the users get caught up with some kind of malfunction while using these features, they always have the option of connecting with QuickBooks technical support number. Here the users would get all the assistance that is required by them to solve the issue which they have come across. The professional at this service are highly trained and vastly experienced. They would help the users solve their issue in the least possible time. The most amazing feature about this service is that it can be accessed at any hour of the day and is also completely free of charge, which means the user would not have to pay any extra charge while they connect with the customer care executives.