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:

  1. 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.
  2. 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.
  3. 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.