Connect your bank account and credit cards

1. Navigate to Banking

• In the left hand menu, select the Bookkeeping tab.
• Then select Transactions.
• Next select Connect account from the landing page.

2. Find your bank

• Select your bank from the list. If your bank isn’t one of the options, enter the bank’s name or URL in the search bar. Select Let’s go when ready.
• Read through the terms and conditions and consent to share your data by selecting Agree.
• A new page will prompt you to sign in to your account. Select Sign in.

3. Sign in to your bank

• Log in to your bank with your usual log in credentials.
• When completed, select Continue.
• QuickBooks will now connect with your bank. This can take a few minutes.

4. Import your account

• Follow the steps on your bank's internet banking page to authorise QuickBooks to connect to your bank account.
• Select the account(s) you want to connect to QuickBooks and select Finish.
• Enter dates for the data you want to access. You can import up to 2 years of data per account.
• Select Connect to continue. QuickBooks will import the required information and you’ll be redirected back to QuickBooks.
• Your account(s) will appear in your QuickBooks Online account. This can take a few minutes.

5. View your bank details in QuickBooks

• Head back to Banking in the left menu.
• All your transactions will be listed below each account.

To make the most out of your connections, take the time to review the transactions and categorise them. You can also create rules to save even more time. Show me how this works.