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Banking Chart of Accounts

QuickBooks Online – Connect bank accounts through your Chart of Accounts COA

You can now connect an existing bank account from your Chart of Accounts.

  • Select Accounting from the left dashboard, then Chart of Accounts.
  • Find the account you need to connect and in the Action column, select the
  • View register (or Account history) drop-down and choose “Connect bank”.
  • Follow the prompt and complete the process for connecting your bank account.
  • After connecting the account, your transactions will automatically download nightly (around 10 pm Pacific time).
  • You can also prompt a download whenever you want by going to the Banking page and selecting “Update” button at the top right corner.

Note: At this time, this option is NOT available for credit card accounts.