Connect bank and credit card accounts to QuickBooks Self-Employed

Learn how to connect your bank and credit card accounts.

Online Banking (also known as Bank Feeds) is one of QuickBooks Self-Employed’s most helpful and time-saving features.

If you connect your accounts to QuickBooks Self-Employed, your recent transactions download automatically. This lets you skip manual data entry. QuickBooks also categorises them for you. All you have to do is approve the work.

Connect an online bank or credit card account

Follow the section based on where you're using QuickBooks Self-Employed.

On a web browser

1. Select the profile ⚙ icon and then select Bank accounts.
2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
3. Enter the sign-in info you use for your bank's website.
4. When you’re ready, select Connect securely.

On an iPhone or iPad (iOS):

1. Select the profile icon.
2. Select Settings and then Bank accounts.
3. Select the Plus (+) Icon.
4. Search for your bank by name or URL.
5. Enter the sign-in info you use for your bank's website.
6. When you're ready, select Sign-in.

On a phone or tablet with android:

1. Select the menu ☰ icon.
2. Select Settings and then Bank accounts.
3. Select the Plus (+) Icon.
4. Search for your bank by name or URL.
5. Enter the sign-in info you use for your bank's website.
6. When you're ready, select Sign-in.

QuickBooks Self-Employed will now automatically download your recent bank transactions.

Important: Some banks require additional security steps before you can connect your account. This is managed on your bank's website. The steps for this are unique for each bank. Reach out to your bank if you need help connecting your account.

You can connect Etsy to online banking just like any other bank or credit card account. However, Etsy may break single transactions into multiple pieces. The actual sale comes into QuickBooks Self-Employed, but things like sales tax and shipping only sync once a month. You can easily find this info in your Etsy account.

Next steps: Categorise your transactions

Now that your transactions download automatically, all you have to do is approve the way QuickBooks categorises them. Learn how to categorise transactions.