QuickBooks Online connects to thousands of financial institutions so you can automatically download bank transactions. When you first connect your account, QuickBooks typically downloads up to the last 90 days of transactions. If QuickBooks Online doesn't connect to your bank yet or if you need more of your transactions, you can export transactions from the bank and upload them into your QuickBooks company.

NOTE: Some banks refer to this feature as WebConnect. If you are outside of the US, they might refer to this as a Bank Transaction Upload.

When to upload a bank file

  • If QuickBooks Online doesn't support connections to your bank yet.
  • If you want additional historical transactions, which might be available from your bank's website. Depending on your bank, QuickBooks Online downloads up to the last 90 days of transactions when you first connect an account.

Upload or Import bank transactions

The steps below include additional details including supported file types, select each step to see those details:

Common questions about uploading bank files

Troubleshooting WebConnect Errors

Sometimes when using WebConnect, you'll get an error. We've made a list of what you may see along with ways to get back up and running.

What to do next:

Add and connect your bank and credit card accounts 6019