Connect bank and credit card accounts to QuickBooks Online

Connect your bank and credit card accounts to automatically download your latest transactions into QuickBooks. This saves you from having to record transactions by hand and gives you a real-time view of your business finances. Once connected, your transactions will appear in QuickBooks, ready to categorize.

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Prerequisites

You will need the user ID and password you use to sign in to your bank's website.

Moving from QuickBooks Desktop? Read this first

If you used bank feeds in QuickBooks Desktop, you'll need to connect your bank/credit card accounts again in QuickBooks Online for security reasons.

1. Find your most recently categorized transaction in QuickBooks Desktop.
2. Make a note of the transaction date.
3. Follow these steps to import your Desktop data.
   Note: It's important to do this before you connect your bank. Otherwise, your Desktop data will replace any downloaded bank transactions in QuickBooks Online.
4. Your categorized transactions will copy from Desktop to Online. Uncategorized transactions won't copy over.
5. To connect your bank to QuickBooks Online, continue reading this article. To avoid adding duplicate transactions, make sure to only pull transactions after the date in Step 2. You can do this by changing the transaction pull date while you're connecting your bank:

If you miss that step and download duplicate transactions by mistake, don't worry. You can exclude them from your books during the review process.

You can also find out more about how features and data move to QuickBooks Online.

Get powerful accounting and expert tax help in one place with QuickBooks Online + Live Expert tax. Explore your options.

Connect an account

Follow these steps to connect a checking, savings, or credit card account.

Follow this link to complete the steps in product

1. Go to Transactions, then select Bank transactions.
2. Select Link account. If you've already connected an account, select Link account on the Bank transactions tab instead.
3. Search for your bank or use the name of the bank on your check.
   Note: If you can't find your bank but can still sign in to their website, you can select Can't find your bank? Try requesting it to request support for your bank.
4. Select Continue. 
5. Enter the user ID and password you use for your bank's website.
6. Follow the on-screen steps to connect. Your bank may require additional security checks.
7. Select the accounts you want to connect to, then choose how far back you want to download transactions. Some banks let you download the last 90 days of transactions, while others can go back as far as 24 months.
8. Select Connect, then select Done.
9. Back in Bank Transactions, select Update. This automatically downloads your recent bank transactions.

Note: You can connect as many bank accounts or credit cards as you need. For customers with Chase or TD Bank Accounts, you can now connect one bank account to multiple QuickBooks Online accounts. It gives you the flexibility you need to run your business your way.

Note: If you have an American Express Business account, it can’t be connected to your QuickBooks Online account this way.

Result

After you connect your account, QuickBooks automatically downloads your recent transactions. You can now go to the Bank transactions tab to review, categorize, and add them to your books.

Related links

• Add an account to your chart of accounts in QuickBooks Online
• Categorize online bank transactions in QuickBooks Online
• Manually upload transactions into QuickBooks Online
• Link your American Express Business account to QuickBooks Online