Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 
Level 1

QBO Download information from Financial Institutions

Hello - I would like to have instructions from each major Bank (Chase, BOA, WF, Citi, US, PNC, etc...) on how to download transactions that are compatible with Quickbooks so I can make potential client's lives much easier.  Are there any resources currently available within Quickbooks or that any member has already put together?

Community Champion

QBO Download information from Financial Institutions

Hello @Skip the Bookkeeper:


There is really no specific instructions per bank. They all generally come in the same way.  I wrote a blog post that has some good links from my colleague @ParkwayInc.  His articles explain QBO bank rules in great detail and even provides you with a template for rules.   It is part of my blog this week. You can access it here.  It also has a link to an older post I did on how I maximize bank rules with my customers.  



Community Champion

QBO Download information from Financial Institutions

Hi Skip,


Thank you for your question about bank feeds, it is a very powerful part of QuickBooks Online.  Bank Rules are my favorite topic when it comes to QuickBooks Online so we created a 3 part article explaining how to use them from our perspective.  Here is a link to Part 1


If you are looking for more specific answers to a question, reach out and @lynda and I will do our best to help!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us