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115 helpful votes

Download your bank transactions to QuickBooks

QuickBooks allows you to easily manage your income and expenses from your account.

To download your bank transactions into QuickBooks, you can use any of these two methods:

  1. To connect immediately, you can use our standard feeds connection. This allows you to link a single or multiple bank accounts to your QuickBooks account. Simply use your online banking details to log in to your bank account from QuickBooks to download a list of all your transactions.
  2. You can also manually import your transactions into QuickBooks. 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 cards in QuickBooks.

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