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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

Automate your expenses and claim back hours of admin time

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

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 clients' business success.

Understand your finances — past, present and future

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 clients stay in complete control, with continuous powerful insights to drive their businesses forward.

Reliable accurate data

Bank connections power accurate cash flow data, so you and your clients can get a complete picture of the business. With real-time data, you and your clients can plan for the future – confidently and accurately.

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

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.

Connect your bank

QuickBooks Making Tax Digital for VAT software is available to all QuickBooks Simple Start, Essential, Plus and Advanced subscribers. Use of QuickBooks MTD for VAT software and bridging software must be aligned with HMRC's eligibility requirements and includes additional setup 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. Businesses whose home currency is not GBP are currently not supported.

Receive a 90% discount on the current monthly price for QuickBooks Online Simple Start or 90% discount on the current monthly price for QuickBooks Online Essentials or 90% discount on the current monthly price for QuickBooks Online Plus or 90% discount on the current monthly price for QuickBooks Online Advanced for the first 6 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 you will not be eligible for a 30-day free 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.

Enjoy 90% off for 12 months on the current fees when you pay for your QuickBooks Online subscription on an annual, upfront basis. If you cancel your QuickBooks Online subscription within the pre-paid 12-month period, you will not be eligible for a refund, but will retain full access to your QuickBooks Online subscription for the remainder of the 12-month period. Alternatively if you wish to receive a refund then you need to cancel by calling us on 0808 234 5337 within the pre-paid 12 month period and we will provide a pro-rata refund and deactivate your account. Unless cancelled by you prior, your annual subscription will auto-renew on the 12 month anniversary of your sign-up date using the billing details you have given us. Discounts, prices, terms and conditions are subject to change.

Receive 90% off the current monthly subscription price for QuickBooks Core or QuickBooks Advanced Payroll for the first 6 months of service, starting from the date you subscribe to the service, followed by the then-current monthly price. Your account will automatically be charged on a monthly basis for the subscription fee and for all pay runs processed in the previous month, until you cancel. You must select the Buy Now option, and you will not be eligible for a 30-day free 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.

Discount valid until the 30 April 2024.

Receive 90% off the current monthly subscription price for QuickBooks Advanced for the first 6 months of service, starting from the date of enrolment, followed by the then monthly price. Your account will automatically be charged on a monthly basis for the subscription fee and for all pay runs processed in the previous month, 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 239 9692. 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.

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

Free onboarding sessions are offered to all newly subscribed customers and trialists, excluding customers on our QuickBooks Self-Employed product. We offer 1 session per customer and reserve the right to remove this offering at anytime. Invitations are sent via email and in-product messaging once signup has been completed. A link will be included in the message for you to book a session using our calendar tool.

Mileage tracking is available on QuickBooks Self-Employed and QuickBooks Online on iOS and Android only.

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 9533

QuickBooks UK support hours:

QuickBooks Online Phone – Monday to Friday 8.00 AM to 7.00 PM
QuickBooks Online Live Messaging – Monday to Friday 8.00 AM to 10.00 PM, Saturday and Sunday 8.00 AM to 6.00 PM
QuickBooks Self-Employed Live Messaging – Monday to Friday 8.00 AM to 10.00 PM, Saturday and Sunday 8.00 AM to 6.00 PM

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