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Download the most recent bank and credit card transactions

by Intuit•142• Updated about 6 hours ago

Learn how to get the latest transactions from your bank and credit card accounts.

When you connect a bank account to online banking, QuickBooks Online automatically downloads transactions every night. If you don't want to wait for the scheduled download, you can refresh the connection to get the latest available transactions.

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

Download the latest bank and credit card transactions

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).
  2. Select Update.
  3. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

You can keep working in QuickBooks while the accounts update. It can take a few minutes.

If you ever see issues or errors, here's how to fix online bank connections.

Most financial institutions allow both nightly downloads and manual updates. American Express accounts are slightly different. Learn more about connecting your American Express accounts in QuickBooks Online.

  • Some American Express accounts: American Express limits the frequency of automatic downloads. QuickBooks Online may only download transactions 2–3 times a week instead of every night. You can always update the connection to get the latest transactions between automatic downloads.
  • American Express OPEN accounts using Connect to American Express OPEN: American Express downloads newly posted transactions nightly. But with this connection, you can't update to get transactions between nightly downloads.

QuickBooks Online automatically downloads new transactions every night.

For transactions from banks that are not connected to QuickBooks, follow the instructions in Manually upload transactions into QuickBooks Online.

There are a few things you should know about automatic updates:

  • You can't control what specific items are downloaded and available to add to your bank register.
  • The information we receive during automatic updates depends on what your bank or financial institution shares with us and how often it sends new information. Some banks or financial institutions may only send new information every other day, weekly, or on some other schedule.
  • If you see old data after completing an automatic update, you may need to do a manual update.
  • You cannot turn automatic updates on and off. Once you connect your accounts, they are automatically updated.
  • Automatic online banking account updates normally begin around 10 pm PT. If the QuickBooks Online server is unable to obtain updated information for a particular online account, it attempts the update up to five additional times over the next five hours.
  • QuickBooks Online cannot perform automatic updates during your bank's scheduled maintenance, but you may still be able to receive updated transactions by performing a manual update.
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