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Intuit

Connect bank and credit card accounts to QuickBooks Online

Learn how to add your bank and credit card accounts to QuickBooks Online so it automatically downloads your transactions.

Online banking, or bank feeds, is a time-saving feature of QuickBooks Online. After you’ve connected your bank or credit card accounts to QuickBooks, your transactions are automatically downloaded and categorised for you. This means you don't have to enter transactions manually. All you have to do is approve them after they're downloaded and categorised. Here's how to connect your accounts and get started.

Note: Every bank may not connect to QuickBooks. If your bank doesn't connect to QuickBooks, you can manually upload bank transactions.

Step 1: Connect a bank or credit card account

You can connect as many accounts as you need, both business and personal, but you'll need to sort out personal transactions from business transactions as you go.

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
  4. Search for your bank. You can connect most banks, even small credit unions.

Tip: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.

  1. Select Continue. Enter the username and password you use for your bank's website in the window.
  1. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  2. Select the bank or credit card accounts you want to connect (savings, current, or credit card). You should see all of your available accounts at your bank or credit card company.
  3. For each account you connect, select the matching account type from the dropdowns. These are accounts on your chart of accounts in QuickBooks.
Don't see your account? If you're new to QuickBooks Online or don't see the right account in the dropdown, select + Add New. This creates a new account on your chart of accounts.
  • Create a new bank account: Select Bank for the Account type. Select Savings or Current for the Detail type. Give the account a name and then select Save and close.
  • Create a new credit card account: Select Credit card for the Account type. 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.

Did you already add a bank account to your chart of accounts and not connect it? No problem. You can connect it later on from your chart of accounts to start automatically downloading transactions:

  1. Select Accounting. Then select Chart of Accounts.
  2. Find the account you want to connect to.
  3. Select the Account history dropdown in the Action column.
  4. Select Connect bank.
  5. Follow the onscreen instructions.

Step 2: Download recent transactions

Now that your accounts are connected, QuickBooks automatically downloads transactions so you don't have to enter them manually. If you need to, you can manually refresh the bank feed to download the latest transactions. Here’s how:

  1. Select Banking or Transactions.
  2. Select the Banking tab.
  3. Select Update.

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

Step 3: Categorise downloaded transactions

After QuickBooks downloads your transactions, you need to approve the way they’re categorised. Here's how to review and categorise downloaded transactions.

Update your connected accounts

If you need to, you can refresh your bank feed connection or update your bank or credit card login info:

  1. Select Banking or Transactions.
  2. Select the Banking tab.
  3. Find the bank account you want to update and select the Edit ✎ icon.
  4. Select Edit sign in info.
  5. Update your bank login info.
  6. Select Save and connect.

If you need QuickBooks to stop importing your bank transactions, learn how to disconnect your accounts from online banking.

Note:Disconnecting doesn't delete accounts or downloaded transactions. It just stops QuickBooks from downloading new transactions.

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