Connect a bank or financial institution in QuickBooks Online

Connect your bank or financial institution to automatically download transactions. This one-time connection saves you from having to enter transactions manually and helps keep your books accurate.

Overview

When you connect an account, QuickBooks downloads the latest transactions from your bank or credit card company. After the download, you can review, categorize, and add them to your accounting records.

Note: If you see a message that your financial institution needs more info, follow the on-screen instructions. Some financial institutions require extra security verification.

Prerequisites

Before you start, make sure you have the username and password you use to sign in to your financial institution’s website.

Connect a financial institution account

Follow this link to complete the steps in product

1. Select Link account.
2. Search for your financial institution. Note: You might see multiple options with the same name. Be sure to select the correct one for your account type.
3. Enter the username and password for your financial institution’s website and select Continue.
4. Select the accounts you want to connect and select Link. It may take a few minutes to connect.
5. Select how far back you want to download transactions. Some institutions allow you to download the last 90 days, while others can go back as far as 24 months.
6. Select Connect.

While your request to add a financial institution to QuickBooks Online is being prioritized you can manually upload your transactions to QuickBooks Online.