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Intuit

Get started with Bank Feeds for QuickBooks Desktop

Bank Feeds is the online banking feature in QuickBooks Desktop that lets you connect to your financial institution so you can download transactions and use other online services. Through Bank Feeds, you can process bank and credit card transactions efficiently giving you extra time for your other business needs.

This article is part of a series that covers basic information about Bank Feeds in QuickBooks for Windows.

What you need to get started

The two primary requirements are:

  • Access to the internet.
  • A banking account at a financial institution that offers services for QuickBooks.

To find out if your financial institution supports online services for QuickBooks, go to Banking menu, then select Bank Feeds > Participating Financial Institutions.

There are over 1400 financial institutions (FI) that offer online banking services in QuickBooks at the moment. If your bank or credit card company doesn't offer online banking import or download services for QuickBooks, you can ask your FI to sign up through https://fi.intuit.com.

Your financial institution controls what and how information is received by QuickBooks. Before you set up online banking, it is highly recommended that you coordinate with your bank so you’ll know what connection method they support, what the fees are (if any), and what information you need to set up and use the feature. Note that you can'tt add online services to a QuickBooks account until you have received all the information required by your FI.