Connect bank and credit card accounts to QuickBooks Self-Employed

Learn how to connect your bank and credit card accounts.

Online Banking (also known as Bank Feeds) is one of QuickBooks Self-Employed’s most helpful and time-saving features.

If you connect your accounts to QuickBooks Self-Employed, your recent transactions download automatically. This lets you skip manual data entry. QuickBooks also categorises them for you. All you have to do is approve the work.

Connect your bank or credit card account to QuickBooks Self-Employed to import and categorise your recent transactions. Just give them a quick review and approval, and you're all set to stay on top of your finances!

This article will cover:

• Connect a bank or credit card account 
• What to do if you can’t find your bank
• Connect an Esty account

Before you start

• Some banks may require additional security steps on their website to connect your account. The steps for this are unique for each bank. Reach out to your bank if you need help connecting your account.
• Remember to refresh the connection between your bank and QuickBooks every 18 months. Avoid disconnecting the connection, as this will delete your transaction history. Instead, simply renew your consent.

Connect an online bank or credit card account

Follow the section based on where you're using QuickBooks Self-Employed.

On a web browser

1. Go to profile ⚙ icon and select Connect bank.
2. In the search box, enter the name or URL of your bank. If you've already connected to an account before, select Back to Manage Accounts and then select + Connect another account.
3. Enter the sign-in info you use for your bank's website and select Connect. 
4. When you’re ready, select Continue and then select Done.  

On an iPhone or iPad (iOS):

1. Select the profile icon.
2. Select Settings and then Bank accounts.
3. Select the Plus (+) Icon.
4. Search for your bank by name or URL.
5. Enter the sign-in info you use for your bank's website.
6. When you're ready, select Sign-in.

On a phone or tablet with android:

1. Select the menu ☰ icon.
2. Select Settings and then Bank accounts.
3. Select the Plus (+) Icon.
4. Search for your bank by name or URL.
5. Enter the sign-in info you use for your bank's website.
6. When you're ready, select Sign-in.

QuickBooks Self-Employed will now automatically download your recent bank transactions.

Now that your transactions download automatically, all you have to do is review and approve the way QuickBooks categorises them.

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What to do if you can’t find your bank

QuickBooks works with thousands of banks. If you can't find your bank or credit card, here are some tips for finding it.

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Connect an Etsy account

You can connect Etsy to online banking just like any other bank or credit card account. However, Etsy may break single transactions into multiple pieces. The actual sale comes into QuickBooks Self-Employed, but things like VAT and shipping only sync once a month. You can easily find this info in your Etsy account.

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Next steps: Categorise your transactions

Now that your transactions download automatically, all you have to do is approve the way QuickBooks categorises them. Learn how to categorise transactions.