Link Quickbooks And Bank Of America

QuickBooks Integration | Sync QuickBooks And Bank Of America | Connect QuickBooks To Bank Of America

Bank of America app is one of the most admired and operational online banking apps which offers loads of banking service with the press of a button. Like any other successful online banking app, this app too offers useful services like monitoring bank account status, making and receiving payments, and special services like BankAmeriDeals, interacting with Virtual Assistant Erica for all types of bank policies, transactions and invoice details.

Integration of QuickBooks and Bank of America

The integration of QuickBooks and Bank of America app helps in saving, checking, and money market and credit card accounts.

1. Firstly, users should authenticate their QuickBooks and Bank of America apps accounts.

2. Now, users should go to the QuickBooks app and select Link Accounts and then click Bank of America from the given list.

3. Thereafter, users should enter their Bank of America Online ID and Passcode on the consent screen.

4. Users should send the request for authorization code to their registered mobile number.

5. Now, users should enter the authorization code, when prompted

6. By selecting Share My Data, users should review the disclosure and provide consent

7. In the Profile and Settings section, the consent sent by the user is viewable in the Security Center in Online Banking that can be revoked at any time. 

Important uses of Integrations

Web Connect helps users in downloading their transactions from Small Business Online Banking, launching QuickBooks Desktop software and settling transactions.

After successful integration of Bank of America and QuickBooks apps, it becomes easier to access banking transactions with Web Connect.

1. After successfully signing to small business online banking, users should navigate to the Activity tab in their account and then select the Download link.

2. Thereafter, from the drop-down menu, users should select the Transaction period for the transactions they wish to download.

3. In the Choose File Type option, users should select Web Connect for QuickBooks and then click Download Transactions to save the file to desktop. 

4. Now, open QuickBooks desktop software and then select Banking and click Online Banking.

5. To upload your transactions, click Import Web Connect File.

The integration of Online Banking in QuickBooks Desktop with Direct Connect is another major advantage that has helped millions of users.

Direct Connect is one of the most significant Intuit solutions that provide clients of all Banner Online banking the access to automatically connect and access their account information and also download transactions directly from QuickBooks.

1. In QuickBooks Desktop software, users should enrolled them in Account Management and then choose Banking and then click Online Banking

2. Now, click Set Up Account for Online Services.

3. Thereafter, select their QuickBooks account that will connect to their Bank of America account from the drop down menu and then click Next.

4. From the drop-down menu, users should select Bank of America and then click Next.

5. Now, select the Direct Connect option and then click Next.

6. Thereafter, users should select Yes, my account has been activated for QuickBooks online services and then click Next.

7. Now, users should enter their Customer ID (online banking ID) and password (online banking Passcode) and then click Sign In.

8. Next, users should select the account to be integrated into their QuickBooks Desktop software. In this way, QuickBooks will securely connect to their server to download bank data for the selected account.

9. Now, click Finish, after the completion of download. The successful integration of Online Banking and QuickBooks Desktop software is accomplished.

FAQ

Does Bank of America work with QuickBooks?

Yes, Bank of America works with QuickBooks as its app seamlessly integrates with it. QuickBooks Bank of America integration helps in saving, checking, and money market and credit card accounts.

What banks are compatible with QuickBooks?

We are providing you with the list of banks that are compatible with QuickBooks: –

1.   Adelaide Bank

2.   Advantage Credit Union

3.   American Express (Australia)

4.   AMP Bank Australia

5.   Aussie Home Loans

6.   Australia and New Zealand Banking Group – ANZ (AU)

7.   Australia and New Zealand Banking Group – ANZ (AU) – HDS

8.   Australia and New Zealand Banking Group – ANZ (AU) – HDS Commercial Cards

9.   Australia and New Zealand Banking Group – ANZ (AU) – HDS Credit – Beta

10.  Australia and New Zealand Banking Group – ANZ Corporate Banking (AU) – Beta

11.  Bank of Melbourne

12. Bank of Melbourne – Business Banking

13. Bank of Queensland (Australia)

14.  Bank of Sydney

15.               Bank VIC

16.               BankSA – Business Banking

17.               BankSA (personal)

18.               BankWest (Australia)

19.               BankWest (Australia) – Business Banking

20.               Bendigo Bank (Australia)

21.               Citibank (Australia)

22.               Commonwealth Bank – Business banking – (AU)

23.               Commonwealth Bank – CBA (AU)

24.               Commonwealth Insurance Limited (Commisure) – Group Insurance (AUS) – Beta

25.               Commonwealth Securities (ComSec)

26.               Commonwealth Securities Limited (CommSec) – AUS

27.               Community CPS (Australia)

28.               Credit Union SA

29.               Downer EDI

30.               E*TRADE (Australia) – Beta

31.               FastMail

32.               Greater Building Society (AUS)

33.               Homepath

34.               HSBC Bank (AU) – Business Banking – Beta

35.               HSBC Bank (AU) – Credit Cards

36.               HSBC Bank (AU) – Personal Banking

37.               Hume Bank (AUS)

38.               IMB Building Society (AU)

39.               ING Direct – Australia

40.               Macquarie Bank

41.               Macquarie Bank – Business Banking

42.               Macquarie Bank – DirecTrade (Australia)

43.               ME Bank

44.               MECU (Melbourne)

45.               Myer Visa Card

46.               National Australia Bank Group Limited – NAB (AU)

47.               National Australia Bank Group Limited – NAB Connect (AU)

48.               Newcastle Permanent (Business)

49.               Newcastle Permanent (personal)

50.               PayPal – Australia

51.               Police Bank

52.               Q       Qantas Credit Union

53.               Qantas Frequent Flyer

54.               Qantas Staff CU

55.               Quicken.com Australian Brokerage

56.               Queensland Country Credit Union

57.               Quicktrade (Australia)

58.               Rabobank (AU)

59.               RAMS (AU) – Beta

60.               Rural Bank

61.               Saving and Loans (Australia)

62.               Service One Members Banking

63.               SGE CU

64.               St. George Bank

65.               St. George Bank – Business Banking

66.               Suncorp Metway (Australia)

67.               TD Waterhouse (Australia)

68.               Teacher’s Credit Union/Teacher’s Mutual Bank

69.               Teachers CU (Australia)

70.               UBank (AU)

71.               Vanguard Investments (Australia)

72.               Victoria Teachers Mutual Bank (AU)

73.               WAW Credit Union – RSM Albury

74.               Westpac Bank Business Banking

75.               Westpac Banking Corporation (AU)

76.               Westpac Brokerage

How do I download Bank of America transactions to QuickBooks?

In the below-mentioned points, we are providing you with steps to download Bank of America transactions to QuickBooks: –

1. First of all, you should access your QuickBooks Online account and then select Link Accounts > Bank of America from the list of sites.

2.   Now, you should enter your Bank of America User ID and Password on the consent screen.

3.   Next, you are supposed to request the authorization code to be sent via text message or phone call

4.   Thereafter, you should accurately enter the authorization code when prompted.

5.   Now, you should properly review the disclosure and provide consent by selecting Share my Data.

6.   Finally, your consent is now viewable in the Security Center in Online Banking within Profile & Settings and can be revoked at any time.

 

Is it safe to connect bank account to QuickBooks?

Yes, it’s safe to connect a bank account to QuickBooks. It is because QuickBooks Online and QuickBooks Self-Employed provide the advantage of state-of-the-art encryption and authentication technologies. It primarily includes a Secure Sockets Layer (SSL), digital certificates, and RSA encryption to protect the security and privacy of your financial information. Intuit assures that all QuickBooks products safeguard your transactions with multiple layers of security so you can bank online with confidence.

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