Connect bank and credit card accounts to QuickBooks Online
Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.
Online banking, or bank feeds, saves time so you don’t have to enter anything manually. Once you connect your accounts, transactions will download and categorize. All you have to do is approve them.
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Step 1: Connect a bank or credit card account
You can connect as many business and personal accounts as you want.
Go to Bookkeeping then Transactions then select Banktransactions (Take me there), or go to Banking (Take me there).
If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one. Note: If you come over from QuickBooks Desktop, you'll have to connect your bank/credit card accounts again for security reasons.
In the search field, enter the name for your bank, credit card, or credit union. Note: If you can’t find your bank but still want to add your transactions, you can manually upload your bank transactions.
Select Continue. Then sign in to your bank with your user ID and password.
Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.
Give the account a name and then select Save and close.
For new credit card accounts:
In Account Type ▼ select Credit Card.
Give the account a name and then select Save and close.
Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.