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Linking Bank Accounts in QuickBooks Online

Why It’s Crucial to Conduct Year-End Bookkeeping in QuickBooks

 

Conducting year-end bookkeeping in QuickBooks helps you to maximize tax deductions and make sure you have accurate financial records. By linking bank accounts and importing data properly, you will get a comprehensive overview of your finances. This allows you to identify deductible expenses, reconcile accounts efficiently, and put yourself in a prime position to plan for next year’s tax season. With organized and up-to-date financial data, you have the insights needed to make informed decisions, avoid penalties, and ultimately minimize your tax liability. As the year draws to a close, embrace the power of bookkeeping, paving the way for a financially sound future.

 

How to Link Bank Accounts and Import Data into QuickBooks Online

 

To link your bank accounts to QuickBooks, begin by logging in and navigating to the gear icon. If you’re in Business View, switch to Accountant’s View for a comprehensive experience. From the gear icon, manage your account settings and users. To link your bank, head to the “Transactions” or “Banking” tab on the left sidebar, then select “Bank Transactions.” Click “Link Account,” search for your bank, and follow the prompts to securely log in. Remember, QuickBooks only has read-only access, ensuring the security of your financial data. After linking, specify the date range for transaction imports based on your bookkeeping needs.

 

Here’s the full video for the full tutorial:

 

 

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2 Comments

  • Debbie says:

    I have know idea what website your on. I typed in Quick book accountant and it does not look like the one your in. Please send me the quick books account email so I can try and link accounts.

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