Connect bank and credit card accounts to QuickBooks Online

Connect your bank and credit card accounts to QuickBooks Online account to automatically download your latest transactions.

Overview

By connecting your bank or credit card accounts, you get a real-time view of your finances without the need for manual data entry. Once connected, transactions appear in your QuickBooks Online account, ready for categorization.

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.

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

Get personalized help connecting your accounts with QuickBooks Live.

Prerequisites

Before you begin, ensure you have:

• Online banking access: You must be able to sign in to your bank's website.
• Direct connection: If you previously used bank feeds in QuickBooks Desktop, you must still connect your accounts directly to QuickBooks Online.
• Client access (Accountants only): Accountants cannot connect a bank account for their clients; clients must perform this step themselves.

Connect a bank or credit card account

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

Follow these steps to link a checking, savings, or credit card account. You can connect as many accounts as you need.

Note: You cannot connect American Express Business accounts using this specific method.

1. Go to All apps , then Accounting, then Bank transactions (Take me there).
2. Select Connect account. If you have already connected an account, select Link account on the Bank transactions tab.
3. Find your bank in the search bar. If you cannot find your bank but can sign in to its website, select Request a provider to make a request to add them.
4. Select Continue.
5. Sign in to your bank using your online banking credentials.
6. Follow the on-screen steps to complete the connection. Your bank may require additional security checks.
7. Select the specific accounts you want to connect (for example, Checking, Savings).
8. From the date range ▼ dropdown, select the start date for downloading transactions. Download timespans vary by bank, ranging from 90 days up to 24 months.
9. Select Connect, then select Done.

QuickBooks automatically downloads your recent transactions. You can now go to the Bank transactions tab to review, categorize, and add them to your books.

Tip: Customers with Chase or TD Bank accounts can connect a single bank account to multiple QuickBooks Online accounts.