How to connect to a bank | Get started tutorial

How to connect to a bank

By linking your bank account to QuickBooks you can track transactions, save time on data entry and get instant cashflow updates.

Before you start:
This guide is for customers with HSBC, NatWest, Royal Bank of Scotland and Lloyds business bank accounts. If you bank with other banks, then please see here.

Benefits include

  • Get an instant overview of your business via our automatic transaction updates.
  • Save time on manual data entry and reduce errors.
  • QuickBooks automatically categorises and matches transactions to income and expenses saving you even more time.

Step-by-step guide

Step 1 of 4

  • Select Banking from the left menu.

Step 2 of 4

  • This will open the Bank and Cards page.
  • If you already have an account connected click Add account in the upper right.
  • Enter the name of your bank in the Search bar or select it from the tiles below.

Step 3 of 4

  • Click on Get direct bank feeds and then select Get direct feeds.
  • Enter your bank and company details. Make sure they are exactly as they appear on your banking paperwork or your application may be rejected. If there are two account holders, make sure you fill in both names in the form. QuickBooks uses this information to auto-fill your Client Authority Form (CAF).

Step 4 of 4

  • Click Next and then Agree.
  • Select the QuickBooks account you want to connect to and click Connect.
  • If your account is with HSBC, follow and complete the onscreen instructions.
  • For other banks, preview, print and hand-sign the form. If there are two signatories then all signatories need to sign the form. Please note that copies of the form are not accepted by banks.
  • Post the form.
  • If your account is with NatWest or Royal Bank of Scotland, post your form to Freeport Intuit, 1 Cathedral Piazza, 1st and 2nd floors, London SW1E 5BP.
  • If your account is with Lloyds, post your form to Lloyds Banking Group, PO BOX 1000, BX2 1LB.
  • Once we receive the form, it usually takes up to 10 days to process. You can check the status of your application from the Banking page.

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