
Connect your bank or credit card to QuickBooks
by Intuit•377• Updated 2 weeks ago
Connecting your bank or credit card account to QuickBooks helps you save time and reduce manual data entry. Once connected, transactions will automatically flow into QuickBooks, ready for review and categorisation.
This article is for customers using QuickBooks Online and QuickBooks Sole Trader. |
Before you begin
- Make sure your bank supports Open Banking. If it doesn’t, you can upload transactions manually.
- Moving from QuickBooks Desktop? Follow these steps first to avoid duplicate transactions.
- Want to connect a cash-on-hand account or foreign currency account? Here’s how.
Step 1: Connect your bank or credit card account
You’ll follow the same steps in both QuickBooks Online and Sole Trader, with only slight differences in menu labels.
Step 2. Refresh and review transactions
Once connected, QuickBooks imports your transactions daily. You can also refresh manually to get the latest data.
Step 3. Reconfirm your bank connection every 90 days
To meet Open Banking regulations, you’ll need to reauthorise your bank feed every 90 days.
- QuickBooks will notify you when it’s time to renew.
- Select the original expiry date to retrieve any missed transactions.
- You can manage all connections from the Banking or Transactions page.
Fixing issues and handling duplicates
Excluded transactions reappearing?
If you delete a transaction from the Excluded section, QuickBooks forgets it—so it may download again. To prevent this:
- Exclude it, but leave it in the list
- Or, add it to your bank register so it becomes recognised
Connection or error issues?
Use our bank errors guide for step-by-step help fixing common problems.
Frequently asked questions
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