Learn how to add your bank and credit card accounts to automatically download your recent transactions.
Online Banking (“Bank Feeds”) is one of QuickBooks Online’s most helpful and time-saving features. If you connect an account, QuickBooks automatically downloads and categorizes your bank and credit card transactions for you. Then all you have to do is approve the work.
You get an up-to-date view of your sales and expenses with virtually no data entry required.
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Connect bank and credit card (including Payroll) accounts you use for your business. You can connect as many accounts as you need. Feel free to connect accounts you use for both business and personal purchases, but you'll need to sort your personal expenses as you go.
|If you can’t find your bank on the list but still want to add your transactions to QuickBooks, you can manually upload bank transactions from a CSV file.|
|Tip: If you're new to QuickBooks, or don't see the option you need in the drop-down, select + Add New to create a new account on your Chart of Accounts.
If you already added a bank account to your chart of accounts but didn't connect it, you can connect it later on to start downloading transactions. This only works for bank accounts, not credit cards.
One of the most helpful features in QuickBooks is at your fingertips. Now that your accounts are connected, QuickBooks will automatically download transactions so you don't have to enter them manually.
If you're having problems connecting your account or get an error, follow these steps.
If you ever need to update your bank or credit card information, like your username or password, you can edit them directly from the Bank menu.