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Connect bank and credit card accounts to QuickBooks Online

by Intuit•48• Updated 3 days ago

Learn how to connect bank and credit card accounts to your QuickBooks Online account.

Automatically download your latest transactions. Get a real-time view of your finances without the need for manual entry. Once connected, transactions appear in your QuickBooks Online account, ready for categorisation.

Requirements

  • Online banking.
  • You need to connect your bank and credit card accounts to QuickBooks Online.

Connect your bank 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 an account, select Link account on the Bank transactions page.
  3. Find your bank.
    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 to.
  7. Select Connect, then select Done.
  8. From the date range â–Ľ dropdown, select a date range from which you would like to start downloading.
    Note: Download timespans vary by bank; from 90 days, all the way up to 24 months.

Important:

  • You can connect as many bank or credit card accounts as you need.
  • Accountants can't connect a bank account for their clients. Their clients must do this themselves.

Results

After connecting your account, QuickBooks automatically downloads your recent transactions. Go to the Bank transactions page to review, categorise, and add them to your books.

Tip: From the Bank transactions page, you can select Update to download your recent transactions automatically.

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