Connect bank and credit card accounts to QuickBooks Online

Learn how to connect bank and credit card accounts to your QuickBooks Online account.

Note: This feature is limited for QuickBooks Online Free and QuickBooks Online Lite. Upgrade your plan to get more features. Go to Settings , then Subscriptions and billing. Then select Upgrade your plan.

Automatically download your latest transactions. Get a real-time view of your finances without the need for manual entry. Once connected, transactions appear in your QuickBooks Online account, ready for categorization.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

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Get personalized help connecting your accounts with QuickBooks Live.

Requirements

• Online banking.
• If you used bank feeds in QuickBooks Desktop, you still need to connect your bank and credit card accounts to QuickBooks Online.

Connect your bank account

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

Note: You can't connect American Express Business accounts with this method.

1. Go to All apps , then Accounting, then Bank transactions (Take me there).
2. Select Connect account. (If you’ve already connected an account, select Link account on the Bank transactions tab.)
3. Find your bank.
   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. Sign in to your bank.
6. Follow the on-screen steps to connect. Your bank might require additional security checks.
7. Select accounts you want to connect.
8. From the date range ▼ dropdown, select a date range from which you would like to start downloading.
   Note: Download timespans vary by bank; from 90 days, all the way up to 24 months.
9. Select Connect, then select Done.

Important:

• You can connect as many bank or credit card accounts as you need.
• Customers with Chase or TD Bank accounts can connect a bank account to multiple QuickBooks Online accounts.
• Accountants can't connect a bank account for their clients. Their clients must do this themselves.

Results

After connecting your account, QuickBooks automatically downloads your recent transactions. Go to the Bank transactions tab to review, categorize, and add them to your books.

Tip: From the Bank Transactions page, you can select Update to download your recent transactions automatically.