Learn how to add your bank and credit card accounts to automatically download your recent transactions.
Online Banking (“Bank Feeds”) is one of QuickBooks Online’s most helpful and time-saving features. If you connect an account, QuickBooks automatically downloads and categorises your bank and credit card transactions for you. Then all you have to do is approve the work.
You get an up-to-date view of your sales and expenses with virtually no data entry required.
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Step 1: Connect a bank or credit card account
Connect bank and credit card (including Payroll) accounts you use for your business. You can connect as many accounts as you need. Feel free to connect accounts you use for both business and personal purchases, but you'll need to sort your personal expenses as you go.
- Go to the Banking menu.
- Select Connect from the landing page. Or, select Add Account if you've already created an account.
- Search for your bank. You can connect most banks, even small credit unions.
If you can’t find your bank on the list but still want to add your transactions to QuickBooks, you can manually upload bank transactions from a CSV file.
- Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes for QuickBooks to connect your bank account. You'll see onscreen instructions if your bank requires additional security steps.
- Select the type of account you're adding (savings, checking, or credit card). If you have multiple accounts with the same bank or credit card, choose the type for each one you're connecting.
Tip: If you're new to QuickBooks, or don't see the option you need in the drop-down, select + Add New to create a new account on your Chart of Accounts.
- To create a new bank account: select either Savings or Checking for the Detail type. Fill out the rest of the form and then select Save and Close.
- To create a new credit card account: change the Account type from Bank to Credit Card. Fill out the rest of the form and then select Save and Close.
- Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
- Select Connect.
Connect bank accounts from your chart of accounts
If you already added a bank account to your chart of accounts but didn't connect it, you can connect it later on to start downloading transactions. This only works for bank accounts, not credit cards.
- Go to the Accounting menu on the Navigation Bar.
- Select Chart of accounts.
- Find the account you want to connect.
- Select View Register from the Action column.
- Select Connect bank.
- Follow the onscreen instructions.
Next steps: Download the latest bank and credit card transactions
One of the most helpful features in QuickBooks is at your fingertips. Now that your accounts are connected, QuickBooks will automatically download transactions so you don't have to enter them manually.
If you're having problems connecting your account or get an error, follow these steps.
Keep your accounts up to date
If you ever need to update your bank or credit card information, like your username or password, you can edit them directly from the Bank menu.
- Go to the Banking menu.
- Select the blue tile for the bank account you want to update.
- Select the pencil icon and then Edit sign-in info.