Connect bank and credit card accounts to QuickBooks Online

When you connect your online bank in QuickBooks, the transactions automatically download and categorize. This helps you keep your bank feeds up to date. All you have to do is to review and approve them.

If you need help with transactions, you can partner with QuickBooks Live Experts and feel more confident. Find out more about QuickBooks Live Bookkeeping.

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

The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.

Get personalized help connecting your accounts with QuickBooks Live.

Connect a bank or credit card account

Connect your bank or credit card account so you don’t have to manually enter your transactions. You can also connect multiple businesses and personal bank accounts to keep your business information up to date in QuickBooks.

You can connect as many bank accounts or credit cards as you need. For customers with Chase or TD Bank Accounts, you can now connect one bank account to multiple QuickBooks Online accounts. It gives you the flexibility you need to run your business your way.

Note: If you have an American Express Business account, it can’t be connected to your QuickBooks Online account this way.

Follow this link to complete the steps in product.

1. Select Connect Account.
2. Search for your bank by URL or name, or select a bank from the list.
   Note: If you can’t find your bank, you can manually upload transactions instead.
3. Select Continue.
4. Sign in to your bank in the pop-up window.
5. Select the bank account that you want to connect to and the dates to pull transactions from the dropdown ▼. Then, select Next.
   Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
6. Select the QuickBooks account:
   1. If this is the first time you’re connecting to a bank:
      1. Select the account type that matches your chart of accounts in QuickBooks from the Account type ▼ dropdown. Then select Next.
      2. In the Account Type ▼ dropdown, select either Bank or Credit Card. If you selected Bank Account, in Detail Type, select Savings or Checking.
      3. Name the account and select Save and Close.
      4. Select the bank account in the Existing accounts ▼ dropdown, then select Next.
   2. If you’re connecting to a different bank, select the account to connect to from the list of existing accounts.
7. Select Connect, then select Done.
8. Back on the Bank Transactions screen, select Update. This automatically downloads your recent bank transactions.

Note: You can edit the account name in the New account name field or change it later.

Next steps

Review and make sure the downloaded bank transactions have been correctly categorized to keep your charts of accounts correct.

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