You can connect your bank account or credit card to QuickBooks to automatically download transactions. You can connect checking, savings, or credit card accounts, including foreign currency accounts, as long as you use a participating bank.
In the navigation bar, click Transactions > Banking (or Banking > Bank Feeds depending on what you see).
- Click Add account in the upper right.
- Follow the onscreen instructions to select your bank and the account to connect.
When you first connect an account, it can take a few minutes for the downloaded transactions to appear on the page. Subsequent downloads are much faster.
Once you connect a bank account, QuickBooks automatically downloads your data nightly.
If needed, you can manually update your bank accounts to catch any transactions that may have cleared in the hours since the last automatic download.
Non-participating banks. If you can't connect your bank, you may still be able to get your bank data into QuickBooks. Many banks give you the ability to download a data file with your transactions. If the file is a QBO (Web Connect), QFX, OFX, or CSV file, you can upload it to QuickBooks.