How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online

A warm welcome to the Community, Mendoza.

I'd be glad to provide you with easy steps on how you link and use bank feeds via QuickBooks Online.

Connecting or linking your bank and credit card accounts to QuickBooks Online is a great way to track your income and spending without having to manually enter every transaction. If you connect your online bank accounts in QuickBooks Online, the program will automatically download the last 90 days of transactions recorded by your bank.

Here's how to link a bank account:

1. From the left menu, select Banking.
2. On the Banking page, select Add Account.
3. Search for your financial institution and select it from the list.
4. Enter your User or Login ID and password for the financial institution's website and select Continue.
5. Complete the security verification steps your financial institution requires and select Securely connect.
6. Select the bank emblem for the account you want to connect.
7. Select the Account type drop-down menu to choose either a Bank or Credit Card account. If you haven't already created the account, you can select +Add new to create a new account.
8. Select Connect

   QuickBooks Online downloads the past 90 days of transactions. This process can take several minutes.

   • If you need fewer than 90 days of transactions, select Need a shorter date range?

     (For more information, see Upload more than 90 days of bank transactions.)
9. When the download is complete, you are returned to the Banking page to review and add your transactions to QuickBooks Online.

You can get more details with these recommended articles:

• Add and connect bank and credit card accounts.
• Add and match downloaded banking transactions.

You can call our QuickBooks Online Support if anything may arise while connecting your bank account.

I'm always here to help you out if you require more information about bank feeds in QuickBooks Online. Have a good one.