Connect bank and credit card accounts to QuickBooks Online

Connect your bank and credit card accounts to QuickBooks Online to automatically download your latest transactions. This saves time compared to manual entry and provides a real-time view of your finances. Once connected, transactions appear in QuickBooks, ready for categorization.

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Prerequisites

• You need the user ID and password used to sign in to your bank's website.
• If you previously used bank feeds in QuickBooks Desktop, you must reconnect your bank and credit card accounts in QuickBooks Online. Here are the steps to do that.

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Connect an account

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

Note: American Express Business accounts can't be connected using this method.

Follow this link to complete the steps in product.  

1. Go to Transactions, then select Bank transactions.
2. Select Link account. (If you have already connected an account, select Link account on the Bank transactions tab.)
3. Search for your bank by name.
   • Note: If you can't find your bank but can sign in to its website, select Can't find your bank? Try requesting it to request support.
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 might require additional security checks.
7. Select the specific bank accounts (like checking, savings, or credit cards) you want to connect.
8. Choose how far back you want to download transactions. Download timespans vary by bank; some allow the last 90 days, others up to 24 months.
9. Select Connect, then select Done.
10. From the Bank Transactions page, select Update to download recent transactions automatically.

Important:

• You can connect as many bank or credit card accounts as you need.
• Customers with Chase or TD Bank accounts can connect one bank account to multiple QuickBooks Online accounts.

Result

After connecting your account, QuickBooks automatically downloads your recent transactions. You can then 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