Connect bank and credit card accounts to QuickBooks Online

Prerequisites

Before you begin, ensure you have:

• Online banking access: You must be able to sign in to your bank's website.
• Client access (Accountants only): Accountants can't connect a bank account for their clients—clients must perform this step themselves.

Connect a bank or credit card account

In QuickBooks you can upload up to two years of historical data. Connecting now ensures you have a complete, up-to-date picture of your finances without typing a single transaction.

1. Go to All apps , select Accounting, then select Bank transactions (Take me there).
2. Select Connect account.
   Note: If you’ve already connected an account, select Link account on the Bank transactions page.
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 Can't find your provider? Make a request to add them. Then, follow the next steps.
4. Enter your online banking credentials, such as user ID and password, then select Continue.
5. Follow the on-screen steps to connect. Your bank might require additional security checks.
6. Select the specific accounts you want to connect to (for example, Current, Savings).
7. 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.
8. Select Connect, then select Done.

Great work, your bank is now connected. Now that your transactions are flowing in, why not set up a bank rule to automate your categorisation even further? It’s the easiest way to reclaim your time and keep your finances organised without lifting a finger.