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Open Banking Connections | Accountants & Bookkeepers

Get the full financial picture of your clients’ business

See all your clients’ bank and credit card transactions in one place, in real time. Our upgraded bank connections mean better collaboration with your clients and improved efficiency for your firm.

Try now — it's free

Bank connections – working for you and your practice

Don't waste time chasing clients' data. QuickBooks' new bank connections make it easier to run your practice and build great ongoing client collaboration.

Clients can connect with most banks and we continue to add new bank connections all the time.

Check available banks

Ilustration to show bank connections

No more manual data entry

When your clients connect their bank, transactions are automatically brought into QuickBooks. With all their data in one place, you can work more efficiently. Leaving you more time to focus on your client’s business success.

Image showing invoices and money in transactions with Open Banking in QuickBooks Online

Simple yet powerful

It only takes a few minutes for your clients to connect their bank and credit cards to QuickBooks - giving you instant access to real-time, accurate financial data. And by reconnecting every 90 days, both you and your client stay in complete control, with continuous powerful insights to drive their business forward.

Illustration showing a an accountant meeting with a client

Reliable, accurate data

Bank connections power accurate cash flow data, allowing you and your clients to see the whole picture of their business. With real-time data, you and your clients’ can plan for the future - confidently and accurately.

Image showing a scanned receipt in QuickBooks Online

Already using QuickBooks?

Take your clients' business finances to the next level.

Get your clients to upgrade their connections

Your clients can upgrade their bank connection in no time. Use our email template to send them a reminder directly from QuickBooks.

Get your clients to connect a bank

Connecting a bank or credit card can be done in a few minutes. Use our email template to send them a reminder directly from QuickBooks.

Clients can connect with many banks

We’ve upgraded our connections with dozens of banks - and we’re adding more all the time.

Check available banks

Why new bank connections can help your clients

Want to know more about the new, upgraded bank connections?

Read the blog Connect with the community

* If you select the Free Trial option the first months subscription to QuickBooks, starting from the date of enrolment, is free. To continue using QuickBooks after your one month trial, you'll be asked to present a valid credit card for authorisation, and you'll be charged the then current fee for the service(s) you've selected. All prices shown exclude VAT. Offer(s) are valid for new QuickBooks customers only. Offer cannot be combined with any other QuickBooks Online offers. Terms, conditions, features, pricing, service and support are subject to change without notice.

QuickBooks Making Tax Digital for VAT software is available to all QuickBooks Simple Start, Essential and Plus subscribers. Use of QuickBooks MTD for VAT software and bridging software must be aligned with HMRC's eligibility requirements and includes additional set up between the small business and HMRC.

QuickBooks MTD software currently supports Standard, Cash and Flat Rate schemes. QuickBooks Bridging Software supports Standard and Cash schemes. Annual submissions are not currently supported but will be coming soon. Businesses whose home currency is not GBP are currently not supported.

Receive a 50% discount off the current monthly price for QuickBooks Online Simple Start or 50% discount off the current monthly price for QuickBooks Online Essentials or 50% discount off the current monthly price for QuickBooks Online Plus for the first 4 months of service, starting from date of enrolment, followed by the then current monthly price. Your account will automatically be charged on a monthly basis until you cancel. You must select the Buy Now option and will not receive a one month trial. Offer valid for new QuickBooks Online customers only. No limit on the number of subscriptions ordered. You can cancel at any time by calling 0808 168 9533. Discount cannot be combined with any other QuickBooks Online offers. Terms, conditions, features, pricing, service and support are subject to change without notice. All prices shown exclude VAT.

Receive a 50% discount off the current monthly subscription price for the first 4 months of service starting from the date you subscribe for the service. In order to obtain the discount you need to select the Buy Now option and will not receive the free one month trial offer. After the first 4 months, your account will be charged on a monthly basis at the then current price until you cancel. The above discount offer is available only to new QuickBooks Self-Employed customers and cannot be combined with any other QuickBooks Online offers.

Sign up to QuickBooks Payroll between 1 April 2021 and 31 May 2021 and receive 75% off your payroll subscription fee for the first 4 months from the date of signing up to QuickBooks Payroll. This is available if you sign up to QuickBooks Standard Payroll or QuickBooks Advanced Payroll. You will receive the discount on the subscription fee, there is no discount to the per employee fee.

This offer is only available to small business customers paying for their subscription themselves. This is available only to new payroll small business customers. You can be new to QuickBooks Online, or an existing customer of QuickBooks Online, who has not previously used either of our online payroll.

After the first 4 months your account will be charged on a monthly basis at the normal rate of £4/ month subscription fee + £1 per paid employee + VAT @ 20% for Standard Payroll or £8/ month subscription fee + £1 per paid employee + VAT @ 20% for Advanced Payroll, until you cancel.

²QuickBooks Advanced Payroll allows you to automatically submit information to the following pension providers: NEST, The Peoples Pension, Smart Pensions, Aviva and NOW:Pensions

³Mileage tracking is available on QuickBooks Self-Employed Android and iOS and the QuickBooks Online App on iOS

These terms apply to QuickBooks UK customers only. Bulk-pricing discount offer is valid only if you are signing up for more than one QuickBooks Online subscription with each order. View terms and conditions for multiple accounts pricing here. To inquire further about the bulk-pricing discount offer, please call 0808 168 4246.

*QuickBooks UK have temporarily changed our support hours due to the mandated travel and office restrictions. Please see temporary customer support opening times:

QuickBooks Online Phone – Monday to Friday 8am to 7pm.
QuickBooks Online Live Messaging – Monday to Friday 8am to 12am, Saturday and Sunday 8am to 8pm.
QuickBooks Self Employed Live Messaging – Monday to Friday 7am to 10pm, Saturday and Sunday 8am to 8pm.

*89% of small businesses are more successful when they’re connected to an accounting professional is based on internal research of QuickBooks customers worldwide as of December 2019. 40% of small businesses don’t currently work with ProAdvisors or bookkeepers is based on product data of QuickBooks customers worldwide as of July 2019. QuickBooks Online has 4.5M customers worldwide as of July 2019.

'The world's #1 online accounting software' based on number of paying customers and accountants worldwide, June 2016.

'Save around 8 hours a month' based on respondents new to QuickBooks; Intuit survey June 2016.

'The leading app for self employed finances' based on GooglePlay rating, Jan 2016.

'See how your business is doing in less than 30 seconds'; Intuit survey June 2016.

'Save 12 hours a month managing your finances'; Based on an October 2016 survey of active Quickbooks Self Employed subscribers who offered an opinion about how much time Quickbooks Self Employed saves them related to managing their finances.

'75% of QuickBooks Online users say working with an accountant makes their businesses run better'; Based on Intuit US customer survey 2016.