QuickBooks allows you to easily manage your income and expenses from your account.
Open Banking is a new UK banking legislation. QuickBooks is working on updating all of our bank feeds to comply with the new legislation. Find out if your bank account is ready.
- Connect to your bank account using our new open banking connection. If you have multiple accounts with the same bank, you might find that some some of your account types are support, some may still be work in progress. For example, Lloyds Current Accounts are ready, and we're still working on Savings accounts. You can refer to the list of banks with accounts available on Open Banking. If your bank account is not supported, you can import your bank transactions using Excel csv files.
- You can also manually import your transactions into QuickBooks without connecting your online bank account. To do this, download your bank statement as a CSV file and import it into your QuickBooks account.
Once you have downloaded your transactions, you can view your financial transactions from your bank accounts and credit cards in QuickBooks.