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Intuit

Connect bank and credit card accounts to QuickBooks Self-Employed

Learn how to connect your bank and credit card accounts.

Online Banking (also known as Bank Feeds) is one of QuickBooks Self-Employed’s most helpful and time-saving features.

If you connect your accounts to QuickBooks Self-Employed, your recent transactions download automatically. This lets you skip manual data entry. QuickBooks also categorizes them for you. All you have to do is approve the work.

Connect an online bank or credit card account

Follow the section based on where you're using QuickBooks Self-Employed.

On an internet browser

  1. Go to the Settings ⚙ icon, and then select Bank accounts.
  2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, select Connect securely.

On an iPhone or iPad (iOS):

  1. Tap Settings and then tap Bank accounts.
  2. Tap the Plus (+) sign in the right corner.
  3. Search for your bank by name or URL.
  4. Enter the sign-in info you use for your bank's website.
  5. Tap the Sign-in when you're ready.

On a phone or tablet with android:

  1. From the navigation menu, tap Bank Accounts.
  2. Tap the Plus (+) sign.
  3. Search for your bank by name or URL.
  4. Enter the sign-in info you use for your bank's website.
  5. Tap the Sign-in when you're ready.

QuickBooks Self-Employed will now automatically download your recent bank transactions.

Can't find your bank? QuickBooks works with thousands of banks. If you can't find it by name, search using the URL you normally use to sign in to your bank. If you still can’t find your bank, you can import your transactions manually.

Important: Some banks require additional security steps before you can connect your account. This is managed on your bank's website. The steps for how to do this are unique for each bank. Reach out to your bank if you need help connecting your account.

Next steps: Categorize your transactions

Now that your transactions download automatically, all you have to do is approve the way QuickBooks categorizes them. Learn how to categorize transactions.

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