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Connect bank and credit card accounts to QuickBooks Online

SOLVED•by QuickBooks•85•Updated 4 days ago

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.

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Step 1: Connect a bank or credit card account

You can connect as many business and personal accounts as you want.

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  3. Search for your bank. You can connect most banks, even small credit unions. Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.
  4. Sign into your bank by entering your banking username and password. Then select Continue.
  5. Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  6. Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

Select + Add new to create a new bank or credit card account in your chart of accounts.

  • For new bank accounts:
    • In the Account Type ▼ dropdown, select Cash and cash equivalents. 
    • In the Detail Type, select Savings or Bank. 
    • Give the account a name and then select Save and Close.
  • For new credit card accounts: 
    • In the Account Type ▼ dropdown, select Credit Card for the Account type. 
    • Give the account a name and then select Save and Close.
  1. 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.
  2. 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.

  1. Go to Settings ⚙ and select Chart of accounts (Take me there).
  2. Find the account you want to connect to.
  3. In 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).

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.

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. Select Update.

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.

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