One of the most common questions I get is whether it’s a good idea to link your bank accounts to QuickBooks Online.
The short answer? Absolutely.
Connecting your accounts gives you real-time access to transactions, which can seriously streamline your bookkeeping. It helps you stay organized, spot issues early, and stay on top of what’s coming in and going out.
That said, there are a few things to be careful about. For example, I don’t typically recommend having transactions post automatically to your register. There’s a smarter way to handle that—one that gives you more control and accuracy. There are also ways to set up rules that save time and keep your books clean, especially when dealing with repeat vendors.
You can do the same with credit cards—track charges, record payments, and keep everything reconciled. Done right, this setup can save you hours each month and give you way better visibility into your finances.
Want to make sure it’s set up correctly for your business? I’d be happy to walk you through the process or help you get started.
—Sara Sulzman
sara@sidekicksolutions.com
