Connect and manage your bank account in QuickBooks Online

Connect your bank or credit card to QuickBooks Online to use bank feeds and automatically keep your books accurate. By linking your accounts, you can download transactions directly into QuickBooks to save time and reduce manual data entry mistakes.

Before you start

1. Find out which bank feed connection type (open, direct, or standard) is supported by your bank

Connect via an Open Banking feed

Open Banking is a secure way to share your financial data with trusted software, like QuickBooks. It improves speed, security, and automation by letting you control which apps access your account information.

Review our articles on:

1. Connecting a new bank account to Open Banking
2. Migrating an existing bank account to Open Banking

Connect via a direct feed

Direct feeds provide a specialised connection for eligible accounts but require a manual authorisation process.

Account eligibility and requirements:

• Foreign currency: Only standard Commonwealth Bank of Australia (CBA) accounts with a BSB and account number are eligible; other foreign currency accounts must use standard connections.
• Macquarie Bank: Accounts starting with "00" or Term Deposits are not supported; use Cash Management (starting with 1 or 9) or Business/Trust accounts (starting with 2 or 3).
• American Express: These accounts require a different process. Learn more in the detailed guide on linking an American Express account with QuickBooks Online.

Authorisation steps:

1. Go to All apps , select Accounting, then select Bank transactions (Take me there).
2. Search for your bank and select Get direct bank feeds.
3. Enter your account details exactly as they appear on your bank's records.
4. Select the account, select Connect, then select Preview form to generate your authorisation document.
5. Print and hand-sign the form; all account signatories must sign.
6. Send the form to SISS Data Services via email (intuitforms@siss.com.au) with the subject "QuickBooks Bank Feed Request" or via mail to Locked Bag 3060, Crows Nest, NSW, 1585.
7. Submit one separate form and email for each new bank account you are connecting.
8. Allow up to 10 business days for processing.

Connect via a standard feed

Follow these steps to establish a standard bank connection and download your recent transactions:

1. Go to All apps , select Accounting, then select Bank transactions (Take me there).
2. Select Connect Account for a new connection, or Link account if you have linked this bank before.
3. Search for your bank and select Continue.
4. Sign in using your banking user ID and password, then complete any required security checks.
5. Select the specific accounts you want to link, such as savings, transaction, or credit card accounts.
6. For each account, choose the matching account type from your chart of accounts in QuickBooks.
7. Select the timeframe for transaction downloads; most banks support at least the last 90 days, while some provide up to 24 months.
8. Select Connect, then refresh your QuickBooks Online window.

Manage your bank connection