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Connect bank and credit card accounts to QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online4028Updated 4 days ago

Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.

Online banking, or bank feeds, save time so you don’t have to enter anything manually.  Once you connect your accounts, transactions will download and categorize. All you have to do is approve them.

To watch more how-to videos, visit our video section.

Step 1: Connect a bank or credit card account

You can connect as many business and personal accounts as you want.

Important: we have improved the connection with BBVA and Santander banks so for security you may be required to re enter your bank credentials every 24 hrs. If your data is not refreshing please, click here to see how to solve it.

Note: American Express Business accounts require a few different steps. Learn how to connect an American Express Business card.

  1. Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
  2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
    Note: If you come over from QuickBooks Desktop, you'll have to connect your bank/credit card accounts again for security reasons.
  3. In the search field, enter the name for your bank, credit card, or credit union. Note: If you can’t find your bank but still want to add your transactions, you can manually upload your bank transactions.
  4. Select Continue. Then sign in to your bank with your user ID and password. 
  5. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
  6. Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

Select + Add new to create a new bank or credit card account in your chart of accounts.

  • For new bank accounts:
    • In Account Type ▼ select Bank
    • In Detail Type, select Savings or Checking
    • Give the account a name and then select Save and close.
  • For new credit card accounts: 
    • In Account Type ▼ select Credit Card
    • Give the account a name and then select Save and close.
  1. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  2. Select Connect.
  1. Go to Bookkeeping and select Chart of accounts (Take me there).
  2. Find the account you want to connect to.
  3. In the Action column, select the View register ▼ dropdown. Then select Connect bank.
  4. Follow the onscreen instructions to connect your bank to QuickBooks (these steps are the same as listed above, starting with step 5).

Step 2: Download recent transactions

QuickBooks downloads transactions so you don't have to enter them manually. Refresh the bank feed to download your latest transactions.

  1. Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
  2. Select Update.

Step 3: Categorize downloaded transactions

Once QuickBooks downloads your transactions, you'll want need to review and categorize your transactions to make sure they’re categorized right.

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