Pinterest

How to Connect Bank and Credit Card Accounts to QuickBooks Online?

As you are aware, QuickBooks incredible features and integrations offer a variety of convenient ways to fix your all business […]

Voiced by Amazon Polly

As you are aware, QuickBooks incredible features and integrations offer a variety of convenient ways to fix your all business accountancy programs. To manage all of your business payment issues, QuickBooks offers a secure payment mode. Here, you may instantly connect your bank accounts to QuickBooks Online. You can easily keep track of your business payments throughout this, including data and time. In this article, you will learn how to download your transactions from QuickBooks Online and add your bank and credit card accounts.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Bank feeds, or online banking can save your time so you don’t have to enter anything manually. The download and categorization of transactions begin as soon as you connect your accounts. All you need to do is provide your approval.

Step 1: Connect a Bank or Credit Card Account

As many business and personal accounts you can connect as you want.

Note: There are different steps involved in opening an American Express Business account. Know how to connect a business American Express card.

  • Firstly, go to Bookkeeping and then go to the Transactions and then select Bank transactions, or you can go to Banking.
  • Choose Connect account if this is your first time in setting up a bank account. Or, if you’ve already created an account, choose Link account.

Note: For security reasons, if you are switching from QuickBooks Desktop, you must connect your bank and credit card accounts once again.

  • Enter the name of your bank, credit card, or credit union in the search field. Note: You can manually upload your bank transactions if you can’t find your bank but still want to add your transactions.
  • Now you have to click on Continue and then sign in to your bank with your password and ID.
  • Then follow the steps that are visible on the screen. This will need a security check that your bank includes. To connect it will take a few minutes.
  • Choose the accounts you want to connect, then select an account type from the dropdown. Select the account type in QuickBooks that matches your chart of accounts.

In Case in the Dropdown, You don’t see the Right Account Type

  • To download transactions select how far back you want. You can download the 90 days of transactions from some banks. Others are able to go back up to 24 months.
  • Then you have to choose Connect.

From Your Chart of Accounts Connect Your Bank Account (optional)

  • You have to go to Bookkeeping and then select Chart of Accounts.
  • Then find the account you want to connect.
  • Select the View register option from the Action column menu. Next, choose Connect bank.
  • To connect your bank to QuickBooks you have to follow the instructions that are visible on the screen (starting with step 5 you can follow the steps as they are the same as those listed above).

Step 2: Download Recent Transactions

Transactions are downloaded by QuickBooks so you don’t have to manually enter them. To download the latest transactions, refresh the bank feed.

  • To select bank transactions, go to Bookkeeping, then Transactions, or go to Banking.
  • Then select Update.

Step 3: Categorize Downloaded Transactions

Once QuickBooks has downloaded your transactions, you should review and categorize your transactions to ensure that they are properly categorized.

The above article was about how to connect bank and credit card accounts to QuickBooks online. All the important points have been mentioned above but in case you face any issue related to this issue then you can connect with Dancing Numbers experts via LIVE CHAT at any time as they are available round the clock. Get the solutions in a few minutes hassle-free.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

In QuickBooks Online How would You be able to Sync Bank Accounts?

• With your linked Bank account you have selected the bank and then enter the user id and password that you wish to access the account.
• Now select the account and then enter transactions
• From the list-menu click the First Transaction
• Right-clicking it will update your screen with the transaction details.
• You can now decide to change the transaction category.
• Select Payee from the menu.

Is it Safe to Link Your Bank Account to QuickBooks?

Yes, One of the best ways to handle all business payments is by connecting your bank with QuickBooks. You can therefore get the record of all transactions and then download it after pulling it. Simply go to your bank account and then the bank feed field to do this. You can find more advanced options in QuickBooks.

Can You Merge two Accounts in QuickBooks?

For many features, QuickBooks uses more than one account by default. These are like accounts linked to online banking accounts that cannot be merged. Attempting to merge accounts with reconciliation reports while clicking the Report button. The selected transactions are kept reconciled and are on the merged account.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Book your consultation Book Free Consultation
Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top