Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.
Online banking, or bank feeds, save time so you don’t have to enter anything manually. Once you connect your accounts, transactions will download and categorise. All you have to do is approve them.
Got a question relating to your data protection? Check out our Intuit Global Privacy Statement.
Step 1: Connect a bank or credit card account
You can connect as many business and personal accounts as you want.
- Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
- Select Connect.
Note: If you see errors or are having trouble downloading transactions, learn what you can do to resolve download issues and banking errors.
Step 2: Download recent transactions
QuickBooks downloads transactions so you don't have to enter them manually. Refresh the bank feed to download your latest transactions.
Step 3: Categorise downloaded transactions
Once QuickBooks downloads your transactions, you'll want need to review and categorise your transactions to make sure they’re categorised right.