You can reduce your workload and save time by connecting your bank and credit card accounts to QuickBooks Online and downloading recent transactions.
From the left menu, select Banking.
On the Banking page, select Add Account.
Search for your financial institution and select it from the list.
Enter your User or Login ID and password for the financial institution's website and select Continue.
Complete the security verification steps your financial institution requires and select Securely connect.
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.
QuickBooks Online downloads the past 90 days of transactions. This process can take several minutes.
If you need fewer than 90 days of transactions, select Need a shorter date range?
You can now connect an existing bank account from your Chart of Accounts.
Under Your Company, select Chart of Accounts.
After you connect the account, your transactions are automatically downloaded nightly. If necessary, you can download transactions as needed.
You can prompt a download of your transactions whenever you need one.
On the Banking page, select Update.
To learn more about online banking updates, see Automatic and Manual online banking updates.
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