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Intuit

How to add and connect bank and credit card accounts

You can reduce your workload and save time by connecting your bank and credit card accounts to QuickBooks Online and downloading recent transactions.

Connect bank and credit card accounts through Banking

  1. From the left menu, select Banking.

  2. On the Banking page, select Add Account.

  3. Search for your financial institution and select it from the list.

  4. Enter your User or Login ID and password for the financial institution's website and select Continue.

  5. Complete the security verification steps your financial institution requires and select Securely connect.

  6. Select the bank emblem for the account you want to connect.
  7. Select the Account type drop-down menu to choose either a Bank or Credit Card account.

    If you haven't already created the account, you can select +Add new to create a new account.

  8. Select Connect

    QuickBooks Online downloads the past 90 days of transactions. This process can take several minutes.

  9. When the download is complete, you are returned to the Banking page to review and add your transactions to QuickBooks Online.

Connect bank accounts through your Chart of Accounts

You can now connect an existing bank account from your Chart of Accounts.

Note  You cannot connect credit cards through the  Chart of Accounts. You must connect them through the Banking window.
  1. Select the Gear icon on the Toolbar.

  2. Under Your Company, select Chart of Accounts.

  3. Locate the account to connect.
  4. From the Action column, select View Register.

  5. Select Connect bank.
  6. Follow the prompts to connect your bank account.

After you connect the account, your transactions are automatically downloaded nightly. If necessary, you can download transactions as needed.

Download transactions as needed

You can prompt a download of your transactions whenever you need one.

  1. From the left menu, select Banking.

  2. On the Banking page, select Update.

To learn more about online banking updates, see Automatic and Manual online banking updates.