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Intuit

Connect bank and credit card accounts to QuickBooks Online

Learn how to add your bank and credit card accounts to automatically download recent transactions.

Online Banking (also known as Bank Feeds) is one of QuickBooks Online's most helpful and time-saving features. When you connect an account, QuickBooks automatically downloads and categorises bank and credit card transactions for you. It enters the details so you don't have to enter transactions manually. All you have to do is approve the work. Here's how to connect your accounts and get started. 

Step 1: Connect a bank or credit card account

You can connect as many accounts as you need. Feel free to connect accounts you use for both business and personal, but you'll need to sort out personal transactions as you go.

For direct-feed connections, your bank sends your transactions to QuickBooks nightly, Monday through Friday. For more information, see Direct feed.

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
  4. Search for your bank. You can connect most banks, even small credit unions.

  5. Tip: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.

  6. Select Continue. Enter the username and password you use for your bank's website in the window.
  7. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  8. Select the bank or credit card accounts you want to connect (savings, transaction, or credit card). You should see all of your available accounts at your bank or credit card company.
  9. For each account you connect, select the matching account type from the dropdowns. These are accounts on your chart of accounts in QuickBooks.
    Don't see your account? If you're new to QuickBooks Online or don't see the right account in the dropdown, select + Add New. This creates a new account on your chart of accounts.
    • Create a new bank account: Select Bank for the Account type. Select Savings or Transaction for the Detail type. Give the account a name and then select Save and close.
    • Create a new credit card account: Select Credit card for the Account type. Give the account a name and then select Save and close.

  10. 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.
  11. Select Connect.

Step 2: Download recent transactions

Now your accounts are connected. QuickBooks automatically downloads transactions so you don't have to enter them manually. To refresh and get the latest transactions:

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select Update.

Step 3: Categorise downloaded transactions

After QuickBooks downloads transactions, you need to approve the way it categorised them. Here's how to review and categorising downloaded transactions.

Step 4: Update your connected accounts

To update your bank or credit card info, like your username or password, or refresh the connection:

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select the Edit ✎ icon in the tile for the bank account you want to update.
  4. Select Edit sign-in info.
  5. Update your account info.
  6. Select Save and connect.

This is also where you can disconnect accounts from online banking. Disconnecting doesn't delete accounts or downloaded transactions. It just stops QuickBooks from downloading new transactions.

If you have problems downloading or see errors, here's how to fix them.

Direct feeds

For some banks, there will also be the option for direct bank feeds. This means that transactions are sent to QuickBooks directly from your bank, and will be more stable than the standard connection. However, you'll need to authorise QuickBooks with your bank and this may take a few business days to connect.

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
  4. Search for your bank, then select Get direct bank feeds.
  5. Read the steps on connecting the bank feeds, then select Get direct feeds.
  6. Enter your account details. It's important that these fields match what the bank has on file for you.
  7. Select the bank account you want to connect to, then select Connect. An authorisation form is created.
  8. Select Preview form.
  9. Print the form and hand-sign it. If there are two signatories, both signatories will need to sign the form. If there are more than two, then all signatories need to sign the form.
  10. Email or post the form to:

Email: intuitforms@siss.com.au
Subject: QuickBooks Bank Feed Request

OR

Mail: SISS Data Services Pty Ltd
Locked Bag 3060
Crows Nest, NSW, 1585

Note that copies are not accepted by the banks, so do not deliver the form into your local branch.

The entire process will take up to 10 business days from the time your form is received by SISS.

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
  4. Select your bank, then select Get direct bank feeds.
    Westpac
    1. Select Get direct feeds.
    2. Enter the Account Name, Account Number and BSB, then select Next. You will be provided a unique reference number (this is your Company ID).
    3. Select Copy, then select Continue.
    4. Follow the prompts to access your internet banking website, then log in with your credentials.

    ANZ

    1. Select Get direct feeds and then select an account.
    2. Enter the Account Name, Account Number and BSB, then select Next. You will be provided a unique reference number (this is your Company ID).
    3. Select Copy, then select Continue.
    4. Follow the prompts to access your internet banking website, then log in with your credentials.
    5. Select Activate a new bank feed.
    6. Select Intuit QuickBooks from the software prompt and paste your unique reference number into the field.
    7. Select the data range you want to bring in, then Submit.

The direct feed will be activated in the next 48 hours.

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