Quickbooks Tips: Guide To Connect To Your Banks In Quickbooks
                     Quickbooks Tips: Guide To Connect To 
Your Banks In Quickbooks 
 
Gone are the days, when you had to rush to the banks to track the account and transaction 
details, financial statements, and the other banking works. Now, everything is online and your 
banking is getting simpler using relevant accounting software too. For instance, you can take 
advantage of Quickbooks for all your banking works. Quickbooks software comes loaded with 
online bank connectivity features that allow user and download of all transactions details direct 
into the books. Nowadays, many businesses and accounting professionals do use Quickbooks 
software in systems to track their business transactions and banking work to perform online. 
Thus, it enables them to save precious time for banking works and get all details of banking 
transactions, statements, etc., into the account. Thus, it becomes easier now to manage all 
banking works online with help of Quickbooks. If you do not know how to use Quickbooks for 
banking needs, you can take the services of the Bookkeeping service providers in Maryland. 
The accounting professionals in Maryland will handle all your Quickbooks banking works online 
and will send each transaction details and statement into your account. You will rest assured 
for all Bookkeeping works of business with professional Bookkeepers in Maryland. 
If you want to learn the Quickbooks banking service online, you need to set up Quickbooks with 
a bank account first. It is easy to connect your Quickbooks to the bank account through the 
steps as follows: 
Before you start connecting Quickbooks to the bank, you need to ensure that system includes 
Quickbooks software installed. There should be a good network facility to access the internet in 
the system too. Now follow the below steps for connecting Quickbooks to the bank.  
Step 1: Go to the Home Page, under Bank Accounts, click Connect to Account. 
Step 2: Select your bank in the options and fill in the right username and password and press 
the Login button to login into the account.  
Step 3: Now connect to your bank account by clicking on Connect button. Once you get 
connected, your Quickbooks will start tracking all banking details and transactions done in the 
past few days, weeks, or months. Thus, your banking transactions will start transferring 
transaction records to your Quickbooks. 
Step 4: You can track other records of bank transactions in the Category option. Hence, it will 
give you the flexibility to fetch transaction details under different categories too.  
Step 5: You may choose the desired category in the list and check the details of the transactions 
as per need. 
Step 6: Quickbooks also gives you the flexibility to make necessary changes in the transaction 
category. If you want to add something to a new transaction, click on Add on the column and 
add the desired feed about the transaction.  
Step 7: You will get many options in Quickbooks software to perform different banking works. 
For instance, you can Send and Receive Money, Track Loan Payment Details, Split transactions, 
Batch Actions, Correct Mistakes, Add and Remove details, and more. Thus, the Quickbooks 
comes loaded with diverse features and banking options that allow the user to do the needful 
for online banking in the desired format. 
Also Read: Why Your Business Needs Professional Bookkeeping 
The Quickbooks will provide you with complete encryption 
and security for all online banking works too. The software 
includes strong firewalls and transactions and payment 
security features that will make your online banking safe, 
quick, and hassle-free.  
By following the above steps, you can do easy connectivity 
to the bank in Quickbooks. If you are unable to use 
Quickbooks for banking needs, you may take Quickbooks 
Bookkeeping services in Maryland-based accounting professionals. Also, you can outsource all 
kinds of business accounting, financial statements, and other banking works to the accounting 
experts in Maryland. They do operate online through their websites and can serve you with 
manual accounting and Quickbooks services too.  
If you are running a business in Maryland City, you do not need to go elsewhere for accounting 
and Bookkeeping services. MD Bookkeeping in Maryland will ensure you get the best 
accounting solutions for your business accounts and banking transactions with accuracy. For 
secure Bookkeeping services, you need to use the latest version of Quickbooks software. Also, 
you need to install the software in the system well and learn its right use for better output. For 
help, you can consult the accounting professionals in Maryland and know adequate use of 
Quickbooks for banking and other accounting works.