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Connect bank and credit card accounts to QuickBooks Online

SOLVED•by QuickBooks•222•Updated 3 weeks 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 categorise. This helps you to save time in updating your bank feeds. All you have to do is to review and approve them.

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Step 1: Connect a bank or credit card account

Connect your bank or credit card account so you don’t have to manually enter your transactions. You can also connect multiple businesses and personal bank accounts to keep your business information up to date in QuickBooks.

  1. Go to select Transactions, then select Bank transactions (Take me there).
  2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  3. Search for your bank. You can connect most banks, even small credit unions. Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.
  4. Sign into your bank by entering your banking username and password. Then select Continue.
  5. Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  6. Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

Select Add new to create a new bank or credit card account in your chart of accounts.

  • For new bank accounts:
    1. From the Account Type ▼ dropdown, select Cash and cash equivalents. 
    2. From the Detail Type ▼ dropdown, select Savings or Bank. 
    3. Give the account a name and then select Save and Close.
  • For new credit card accounts: 
    1. From the Account Type ▼ dropdown, select Credit card. 
    2. Give the account a name and then select Save and Close.
  1. 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.
  2. Select Connect.

Note: If you see errors or are having trouble downloading transactions, learn what you can do to resolve download issues and banking errors.

  1. Go to Settings Settings gear icon. and select Chart of accounts (Take me there).
  2. Find the account you want to connect to.
  3. From the Action column, select the Account history ▼ dropdown. Then select Connect bank.
  4. Follow the on-screen instructions to connect your bank to QuickBooks (these steps are the same as listed above).

Step 2: Download recent transactions

Refresh your bank feed to automatically download your recent bank transactions.

  1. Go to Transactions and select Bank transactions (Take me there).
  2. Select Update.

Step 3: Categorise downloaded transactions

Review and categorise the downloaded bank transactions to make sure that it is categorised right. This helps you to organise your charts of accounts accurately.

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