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Connect Your Bank Feed via Open Banking

Learn how to add your bank via Open Banking to automatically download your recent

transactions.  To connect your bank account to QuickBooks Online please follow these steps:


1.    Go to Banking.
2.    Select Connect from the landing page, or select Add account if you've already created an account.
3.    Search for your bank and select Continue
4.    Read through the terms and conditions and then click Agree
5.    Follow the steps on your bank's internet banking page to authorise QuickBooks to connect to your bank account. Once you have authoriszed the connection, you will automatically be taken back to QuickBooks.
6.    On the QuickBooks page, select the bank accounts you want to connect, and which account they will link to in QuickBooks.
7.    Select Connect.QuickBooks is now connected to your selected bank account(s), and your transactions will be waiting for you on the Banking page

 

QuickBooks is now connected to your selected bank account(s), and your transactions will be waiting for you on the Banking page. 

 

If you have a foreign currency account, please see here on how to set this up.