Updates to QuickBooks Online Bank Feeds
Attention QBO users.
If you use Essentials or Plus online software for your bookkeeping, be aware that coming soon is a roll out of new connections for your bank feeds.
Users who bank with Capital One, Chase, Bank of America, Wells Fargo, Citi Bank, USAA, plus others will need to re-connect their checking, credit card and/or loan accounts through a new QuickBooks Online portal. The new portal improves the security and dependability of your bank feeds by allowing QBO a separate software connection to your bank.
You will need to sign in to your bank account one time through this new portal, which will then allow your software to connect and download transactions securely and independent of your username and password.
When you see this notification in your home screen of QBO...........
........be sure to click the link and follow the instructions to connect your bank account(s) to your QBO software account.
Be sure to ask your bookkeeper to watch for this update. Don’t have a bookkeeper? Then, contact Common Cents Bookkeeping to talk about how we can help!
