To Connect your Bank Account in QBO:
- Navigate to Transactions > Banking
- Select the Link Account button in the top-right of the view
- Search for your bank or select it from the list of compatible institutions
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Follow the onscreen instructions to establish a secure connection with your online banking login information.
IMPORTANT: In the step that follows you will be asked to select which General Ledger (GL) account to connect the bank to and from what date you want to import transactions. Please see below before continuing with the connection.
If you are connecting an EXISTING bank account for the first time
Please coordinate with our Agile team (books@agilebk.com) to ensure the bank is connected to the correct GL account and that historical transactions are being pulled in from the correct date.
If you are connecting a NEW bank account without transaction history
- Search the GL accounts to see if a new GL account has already been created prior to connecting the bank.
- If no GL account exists, you can create a new one that appropriately describes the bank account (ex. RBC Chequing, or TD Visa). Please ensure that you correctly specify the account type as Bank or Credit Card when creating a new account.
- Import all transactions from the date the account was opened.
Note: Most banks only import up to 90 days of transactions (even though QBO will let you choose a longer timeframe). If you have more than 90 days of historical transactions, please coordinate with our Agile team (books@agilebk.com) to ensure the complete history is properly imported.