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.
Note: Many banks are starting to switch to a new connection service called OAuth. We're also switching to OAuth to make online banking easier and faster to use. Find out which banks are using OAuth and how it affects you.
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Step 1: Connect a bank or credit card account
You can connect as many business and personal accounts as you want.
Note: American Express Business accounts require a few different steps. Learn how to connect an American Express Business card.
Note: If you're moving from QuickBooks Desktop, you'll need to connect your bank/credit card accounts again for security reasons.
- 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.
- Select Connect.
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.
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.