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Connect bank and credit card accounts to QuickBooks Online

by Intuit•153• Updated a day ago

When you connect your online bank in QuickBooks, the transactions automatically download and categorise. This helps you keep your bank feeds up to date. All you have to do is to review and approve them.

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Connect a bank or credit card account

Connect your bank or credit card account so you don’t have to manually enter your transactions. You can also connect multiple businesses and personal bank accounts to keep your business information up to date in QuickBooks.

Follow this link to complete the steps in product Open this link in a new window

  1. Select Connect account.
    Note: If you’ve already connected to an account, select Link account.
  2. Search for your bank by URL or name, or select a bank from the list.
    Note: If you can’t find your bank, you can manually upload transactions instead.
  3. Sign into your bank by entering your banking user ID and password. Then select Continue.
  4. Select the bank account that you want to connect to from the Enter account type ▼ dropdown and select the dates to pull transactions from the ▼ dropdown.
    Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  5. Select the QuickBooks account:
    1. If this is the first time you’re connecting to a bank:
      1. Select Add new from the Enter account type ▼ dropdown.
      2. In the Account Type ▼ dropdown, select either Cash and cash equivalents, or Credit card. If you selected Cash and cash equivalents account, in Detail Type, select Savings or Bank.
      3. Name the account and select Save and Close.
    2. If you’re connecting to a different bank, select the account to connect to from the list of existing accounts.
  6. Select Connect, then select Done.
  7. Back on the Bank transactions page, select Update. This automatically downloads your recent bank transactions.
  1. Follow this link to complete the steps in product Open this link in a new window
  2. Find the account you want to connect to.
  3. From the Action column, select the Account history ▼ dropdown. Then select Connect bank.
  4. Follow the on-screen instructions to connect your bank to QuickBooks (these steps are the same as listed above).

Note: The account type in Chart of Accounts must be Cash and cash equivalents.

You can disconnect an account or credit card to stop importing transactions from it. However, this won’t remove any existing imported transactions from your records. For more details, see.

Next steps

Review and make sure the downloaded bank transactions have been correctly categorised to keep your charts of accounts correct.

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