Connecting to your bank account and downloading your transactions into QuickBooks makes it easy for you to track your income and expenses. You can connect using any one of these methods:
Below we recommend which method to use.
Scenario 1: HSBC, Natwest, Royal Bank of Scotland and Lloyds business bank accounts
If you’re using one of the bank accounts above, we recommend connecting via direct feeds. Approval process takes about 10 business days. Transactions that you’ll receive starts from the day your connection is approved by your bank so you’ll need to upload a CSV file containing transactions taken between the start of your financial year to the day your connection is approved.
To connect to your direct feed account, watch the video or follow the steps below:
Once we receive the form, it usually takes up to 10 days to process. You can check the status of your application from the Banking page.
Scenario 2: All other banks
If your bank is none of the above, we recommend connecting via standard feeds which is quick and immediate.
The number of transactions that can be downloaded depends on the bank. If you need more transactions, refer to scenario 3.
Scenario 3: Importing CSV file
If you are setting up your QuickBooks account half way through your financial year, you’ll need to download all your transactions from the start of the financial year and import them into QuickBooks.
It’s really important to prepare your spreadsheet before you begin your import. Here are some tips:
Here's how your file looks like when it's ready.