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Connect bank and credit card accounts to QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online182Updated 2 weeks ago

Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.

Online banking, or bank feeds, save time so you don’t have to enter anything manually.  Once you connect your accounts, transactions will download and categorise. All you have to do is approve them.

Step 1: Connect a bank or credit card account

You can connect as many business and personal accounts as you want.

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

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. Select Connect account if this is your first time connecting. Or select Link account if you've already created one.
  3. Search for your bank. You can connect with most banks, even small credit unions. Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload your bank transactions.
  4. Select Continue. Then sign in to your bank by entering your banking user ID and password. 
  5. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  6. Select any accounts you want to connect like your savings, transaction, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

Select + Add New to create a new bank or credit card account in your chart of accounts.

  • For new bank accounts:
    • In the Account Type ▼ dropdown, select Cash and cash equivalents
    • In the Detail Type, select Savings or Transaction
    • Give the account a name and then select Save and Close.
  • For new credit card accounts: 
    • In the Account Type ▼ dropdown, select Credit card for the Account type. 
    • Give the account a name and then select Save and Close.
  1. 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.
  2. Select Connect.

Step 2: Download recent transactions

QuickBooks downloads transactions so you don't have to enter them manually. Refresh the bank feed to download your latest transactions.

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. Select Refresh.

Step 3: Categorise downloaded transactions

Once QuickBooks downloads your transactions, you'll want need to review and categorise your transactions to make sure they’re categorised right.

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. Learn how to connect your bank via direct feeds.

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