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Connect bank and credit card accounts to QuickBooks Online

by Intuit•48• Updated about 23 hours ago

Connect your bank and credit card accounts to QuickBooks Online to automatically download your latest transactions. This saves time compared to manual entry and provides a real-time view of your finances. Once connected, transactions appear in QuickBooks, ready for categorisation.

Prerequisites

  • You need the user ID and password used to sign in to your bank's website.

Connect an account

Follow these steps to connect a current, savings, or credit card account.

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select Connect account.
    Note: If you’ve already connected to an account, select Link account.
  3. Search for your bank by name.
    Note: If you can't find your bank but can sign in to its website, select Request a provider Can't find your provider? Make a request to add them.
  4. Enter the user ID and password you use for your bank's website, then select Continue.
  5. Follow the on-screen steps to connect. Your bank might require additional security checks.
  6. Select the specific bank accounts (like savings, current, or credit cards) you want to connect.
  7. Select Connect, then select Done.
  8. Back on the Bank transactions page, select Update to download your recent transactions automatically.

Important:

  • You can connect as many bank or credit card accounts as you need.

Result

After connecting your account, QuickBooks automatically downloads your recent transactions. You can then go to the Bank transactions tab to review, categorise, and add them to your books.

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