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Connect bank and credit card accounts to QuickBooks Online

by Intuit•2235• Updated about 23 hours ago

Learn how to connect your 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 save time updating your bank feeds. All you have to do is to review and approve them.

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

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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.

If you used bank feeds in QuickBooks Desktop, you'll need to connect your bank/credit card accounts again in QuickBooks Online for security reasons. If you plan to import your data from Desktop, follow these steps before you connect your bank:

  1. Find your most recently categorized transaction in QuickBooks Desktop.
  2. Make a note of the transaction date.
  3. Follow these steps to import your Desktop data. Note: It's important to do this before you connect your bank. Otherwise, your Desktop data will replace any downloaded bank transactions in QuickBooks Online.
  4. Your categorized transactions will copy from Desktop to Online. Uncategorized transactions won't copy over.
  5. To connect your bank to QuickBooks Online, continue reading this article. To avoid adding duplicate transactions, make sure to only pull transactions after the date in Step 2. You can do this by changing the transaction pull date while you're connecting your bank:

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If you miss that step and download duplicate transactions by mistake, don't worry. You can exclude them from your books during the review process.

To compare how bank feeds work in QuickBooks Online versus Desktop, open this onboarding guide. Then, go to Part 10: Online banking. You can also find out more about how features and data move to QuickBooks Online.

Get personalized help connecting your accounts with QuickBooks Live.

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

Connect your bank or credit card account.

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