Connect bank and credit card accounts to QuickBooks Online
by Intuit•5• Updated 2 weeks ago
When you link your online bank with QuickBooks, your transactions will be downloaded and sorted automatically. This saves you time updating your bank feeds. All you need to do is check and approve them.
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Follow the steps below based on the product you are using.
Step 1: 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.
- Go to select Transactions, then select Bank transactions (Take me there).
- If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
- 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.
- Sign into your bank by entering your banking username and password. Then select Continue.
- Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
- 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 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
Refresh your bank feed to automatically download your recent bank transactions.
- Go to Transactions and select Bank transactions (Take me there).
- Select Update.
Step 3: Categorise downloaded transactions
Review and categorise the downloaded bank transactions to make sure that it is categorised right. This helps you to organise your charts of accounts accurately.
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