Connect bank and credit card accounts to QuickBooks Online
Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.
Online banking, or bank feeds, saves time so you don’t have to enter anything manually. Once you connect your accounts, transactions will download and categorise. All you have to do is approve them.
Step 1: Connect a bank or credit card account
You can connect as many business and personal accounts as you want.
- Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
- Select Connect account on the landing page if this is your first time connecting. Or select Link account if you've already created one.
- Search for your bank. You can connect most banks, even small credit unions. Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.
- Select Continue. Then sign into your bank by entering your banking username and password.
- Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
- Select any accounts you want to connect like your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.
- 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.
- Select Connect.
Step 2: Download recent transactions
QuickBooks downloads transactions so you don't have to enter them manually. Refresh the bank feed to download your latest transactions.
- Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
- 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
Once QuickBooks downloads your transactions, you'll want need to review and categorise your transactions to make sure they’re categorised right.