How to connect your bank account to QuickBooks using mobile app

    Asked on September 20, 2019 in QuickBooks.
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      Using a mobile app, mobile banking is a service provided by a bank or other financial institution that allow its customer to conduct financial transaction remotely. Mobile banking is 24 hrs available with internet or data connection. Transaction through mobile banking depends on the feature of the mobile banking app. It is an easy and time-saving process.

      QuickBooks is perfect for the small business owner that needs accounting and payroll. With QuickBooks, a mobile and desktop solution manage your finance and on the go and get paid faster. Cash flow management made easy with QuickBooks accounting and financial services. Access your small business bookkeeping service to run your business efficiently and save time. This is available for both Android and IOS.

      QuickBooks saves you from tonnes of manual data entry when you connect your account and credit card account with it. Your bank and credit card companies already store information about the amount going in and out of your account. You can bring your transaction directly into your app when you connect an account and you can separate personal transaction from work-related ones and put them into the right tax category. Connecting all your work-related accounts will give you the best image of your self-employment finance and you would not have to create an entry for all of your transactions one by one. This type of connection is read-only and no one can touch your money which is in your bank account.

      The given steps show you how to easily connect your bank account with QuickBooks using the mobile app. 

      1. Click on the Main menu and select Banking.
      2. Select + to add an account.
      3. Search your bank or choose from the list of popular banks.
      4. Select your bank from the search result or popular banks list.
      5. Sign in to your bank.
      6. Follow the step to select an account to connect to or select a QuickBook Account the bank account should map to.

                it can take a few minutes to downloaded transactions to appear. But future connection or download will be faster.

      When your bank account connected using a mobile app in QuickBooks, QuickBooks automatically download your bank transaction. It reduced the cost of handling transactions by reducing the need for the customer to visit a bank branch for non-cash withdrawal and deposit. This is said to be more secure and risk-free than other online internet banking. With the help of these, you can transfer funds to pay bills checking account balance, study your recent transaction.

      Answered on September 20, 2019.
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        When your accounts are connected, QuickBooks automatically downloads your bank transactions. We’ll show you how to easily connect them.

        1. From the main menu, select Banking.
        2. Select + to add an account.
        3. Search for your bank. Or choose from the list of popular banks.
        4. Select your bank from the search results.
        5. Sign in to your bank.
        6. Follow the steps to select an account to connect to. Or select a QuickBooks server hosting account the bank account should map to.

        When you first connect an account, it can take a few minutes for the downloaded transactions to appear. Future downloads should be much faster.

         

         

        Regards,

        Adrian

        Answered on September 20, 2019.
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