QuickBooks allows you to easily manage your income and expenses from your account.
To download your bank transactions into QuickBooks, you can use any of these three methods:
- You can connect to your business bank accounts using our direct feeds connection. This is currently available for select UK banks. To connect, you will need to complete and submit a Client Authority Form. Once approved by QuickBooks and your bank, your transactions will be automatically downloaded into your QuickBooks account.
- To connect immediately, you can use our standard feeds connection. This allows you to link a single or multiple bank accounts to your QuickBooks account. Simply use your online banking details to log in to your bank account from QuickBooks to download a list of all your transactions.
- You can also manually import your transactions into QuickBooks. To do this, download your bank statement as a CSV file and import it into your QuickBooks account.
Once you have downloaded your transactions, you can view your financial transactions from your bank accounts and cards in QuickBooks.