Remove manual work and save time; connect your bank and credit card accounts to QuickBooks Online and download recent transactions.

Connect your bank and credit card accounts in QuickBooks Online:

  1. Select Banking from the left menu. Search for your financial institution or select Add Account and then search.
  2. Select your financial institution from the list.
  3. Enter your User Id or Login Id and password for the financial institution website and select Continue.
  4. Complete the extra security verification steps if your financial institution requires it, and select Securely connect.
  5. Select the bank emblem to the left of the account that you want to connect and select the account type drop-down menu to choose a bank or credit card account. You must choose either a Bank or Credit Card account. If you don't have the account created, you can select +Add new to create a new account.
  6. Select Connect, QuickBooks Online will download the past 90 days of transactions. This could take a few minutes. 
  1. After your download finishes, you'll be taken back to the Banking page to review and add your transactions to QuickBooks Online. 
Going forward, your transactions will automatically download nightly. You can also prompt a download whenever you want by going to the Banking page and selecting Update.