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Download the most recent bank and credit card transactions in QuickBooks Online

by Intuit•32• Updated 6 months ago

Learn how to get the latest transactions from your bank and credit card accounts.

When you connect a bank account to online banking, QuickBooks Online automatically downloads transactions every night. If you don't want to wait for the scheduled download, you can refresh the connection to get the latest available transactions.

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Download the latest bank and credit card transactions

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Select Update.
  3. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

You can keep working in QuickBooks while the accounts update. It can take a few minutes.

If you ever see issues or errors, here's how to fix online bank connections.

Most financial institutions allow both nightly downloads and manual updates. American Express accounts are slightly different.

  • Some American Express accounts: American Express limits the frequency of automatic downloads. QuickBooks Online may only download transactions 2-3 times a week instead of every night. You can always update the connection to get the latest transactions between automatic downloads.
  • American Express OPEN accounts using Connect to American Express OPEN: American Express downloads newly posted transactions nightly. But with this connection, you can't update to get transactions between nightly downloads.

Most financial institutions allow both nightly downloads and manual updates. American Express accounts are slightly different. Learn more about connecting your American Express accounts in QuickBooks Online.

  • Some American Express accounts: American Express limits the frequency of automatic downloads. QuickBooks Online may only download transactions 2-3 times a week instead of every night. You can always update the connection to get the latest transactions between automatic downloads.
  • American Express OPEN accounts using Connect to American Express OPEN: American Express downloads newly posted transactions nightly. But with this connection, you can't update to get transactions between nightly downloads.

QuickBooks Online automatically downloads new transactions every night.

For transactions from banks that are not connected to QuickBooks, follow the instructions in Manually upload transactions into QuickBooks Online.

Focus on your business, not your books.

Get a dedicated team of QuickBooks-certified bookkeepers to set up and do all your bookkeeping for you. Learn more about QuickBooks Live Bookkeeping.

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