How to connect your bank and credit cards | Get started tutorial

Connect your account to QuickBooks

By connecting your bank accounts to QuickBooks Online, you can easily track the profitability of your business. Follow this step-by-step guide to connect your accounts with a few simple clicks.

We'll run you through what connection is best for you based on your bank:

Connect your account to QuickBooks

Benefits include

Fast, easy, secure setup process icon

Fast, easy, secure setup process

No more manual data entry icon

No more manual data entry

as transactions are automatically downloaded into QuickBooks and reconciled

Getting a full picture icon

Getting a full picture

of your past, present and future scheduled transactions and cash flow

Choose your bank account below

To get instructions specific to your bank account select your bank and account type below.

For the most accurate information on connecting your account, make sure to filter to your account details!
Step 1
Step 2

Step-by-step guide
Standard Feeds CAF

Screenshot of step 1

Step 1

  • Select Transactions from the left menu.
  • Go to Bank transactions (Take me there).
Screenshot of step 2

Step 2

  • Select the green Connect account button.
Screenshot of step 3

Step 3

  • Select your bank from the ones shown. If your bank isn't one of the options, enter the bank's name or URL in the search bar.
  • A new page will prompt you to sign into your account. Click Continue.
Screenshot of step 4

Step 4

  • Log in to your bank with your usual log in credentials.
  • Select the account you want to connect to QuickBooks and click Finish.
  • Your account(s) will appear in your QuickBooks Banking section. This can take a few minutes.
Screenshot of step 5

Step 5

  • Enter the dates for the data you want to access. You can import up to two years of data for each account.
  • Click Connect to continue. QuickBooks will import the required information, the green checkmark will confirm your data is ready to view.
Screenshot of step 6

Step 6

  • Select the Banking tab from the left menu.
  • All your transactions will be listed below each account.
  • To make the most out of your connection, take the time to review the transactions, categorise them and action. When you're more familiar with the tool you can create rules to save even more time.
Screenshot of step 7

Step 7

  • After 24 hours you will see a pop up stating that your bank feed is outdated. This is because a direct bank connection feed is available.
  • Direct feeds are more secure and stable, so we highly recommend you follow the onscreen instructions to update.
  • Follow the step-by-steps instructions here.
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