OAuth and changes to online bank connections

The following banks and services use OAuth to connect with QuickBooks Online:

• BMO (Encountering a BMO 377 notice? Learn more here.)

• AMEX

This list will expand to include most banks and other services.

Each bank is on its own schedule. You will be informed via email and in-product notification when your bank is ready.

Once you receive your notification you typically have one month (30 calendar days) to complete the switch.

Since Intuit is partnering with the banks to build this new and more reliable connection, we need everyone to make the switch. Individuals cannot opt-out.

If you don't update your connection, you won't be able to synchronize your connected accounts or get new transactions.

Absolutely. In the past, banks let you download up to 90 days of historical transactions. Now some banks let you download up to two years of historical transactions.

If your bank already uses OAuth, you'll have the most up-to-date connection.

Once you get an email or notification that your bank is ready to switch, undertake the following steps:

1. Log in to QuickBooks Online.

2. Go to Transactions, then select Bank transactions (Take me there). The following notification displays:

3. Select the Update now option. Your bank's website opens in a new browser.

4. Sign in as the primary account user and authorize the connection. Click here to learn more about who is eligible to set up OAuth.

5. Follow the on-screen instructions to switch to OAuth.

Your bank sends us a data token so QuickBooks Online can start downloading your transactions. We'll use this token instead of your sign-in info to make the connection. This way, even if you make changes on your bank's website, we can still download your transactions.

Review this support article if you see an error while connecting your account or downloading transactions.