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Set up account for Bank Feeds

Set up your account for Bank Feeds in QuickBooks Desktop and manage your bills and bank transactions online.

This article is part of a series that covers basic information about Bank Feeds in QuickBooks for Windows.

You can set up your account for online banking or Bank Feeds processes in both single-user and multi-user mode. To know more about using Bank Feeds in multi-user mode, go to QuickBooks Help (press F1 on your keyboard) and in the search box, type "exclusive use."

Although there's no limit to the number of online bank accounts you can set up in QuickBooks, only the first 50 accounts (arranged alphabetically by bank; checking followed by credit cards) will display on your Bank Feeds Center. If there's a need for more than 50 connected accounts, try separating them between two or more company data files. See Create QuickBooks Desktop company file: Overview for information on how to start a new company file.

Set up your account for Bank Feeds

  1. From the QuickBooks Banking menu, select Bank Feeds > Set Up Bank Feeds for an Account.Note: Check if your bank supports Online Banking in QuickBooks. Go to Banking > Bank Feeds > Participating Financial Institutions.
  2. In the Enter your Bank’s name field, enter the name of your bank. Note: as you type, QuickBooks displays possible matches.
    • Direct Connect: To set up account for Direct Connect, you must first apply for online services through your bank. If you use more than one account you may have to apply for each one separately. The bank will provide you with your login credentials once your application is approved. Contact your Financial Institution (FI) for details. If your bank offers Direct Connect service, you will be redirected to a window providing you the option to enroll in the service.
      • If you want to enroll, select the enrollment site link and you will be redirected to the bank’s website. Note: banks charge for Direct Connect service.
      • If you do not want to enroll, you will be given the option to manually import transactions.
      • If you have previously enrolled in Direct Connect, select the Continue button. In the next window, you can enter your Direct Connect login credentials.
        1. Enter your Online Banking ID and Password.
        2. Select Connect. QuickBooks will connect to the bank’s server.
        3. Select the bank account you want to connect to QuickBooks.
        4. Select Finish after the process completes. You have successfully activated online banking.
    • Web Connect: If your bank only offers Web Connect, you will be redirected to a window providing steps to download transactions through Web Connect. Note: downloading transactions from the bank’s website and importing them into QuickBooks Desktop for the first time automatically sets up an account for online banking. Depending on your bank and the version of QuickBooks you're using, you may be presented with options for Direct Connect, Web Connect or both.
  3. On the Link your Accounts screen, choose which bank account(s) to add to QuickBooks.
    • If you have multiple accounts (Savings, Checking, or Credit Card) available to connect to QuickBooks but only need one (Checking), then you can set up online banking just for it.
    • If the account is not yet in QuickBooks, select the Select existing or Create new drop-down, then choose Create New Account.

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