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Connect bank and credit card accounts to QuickBooks Online

by Intuit•33• Updated 4 days ago

Learn how to connect your bank and credit card accounts to QuickBooks Online.

When you connect your online bank in QuickBooks, the transactions automatically download and categorise. This helps you keep your bank feeds up to date. All you have to do is to review and approve them.

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Follow the steps below based on the product you are using.

Step 1: Connect a bank or credit card account

Connect your bank or credit card account so you don’t have to manually enter your transactions. You can also connect multiple businesses and personal bank accounts to keep your business information up to date in QuickBooks.

Go to Transactions and select Bank transactions (Take me there).
Select Connect account.
Search for your bank by URL or name, or select a bank from the list.
Note: If you can’t find your bank, you can manually upload bank transactions instead.
Sign into your bank by entering your banking username and password. Then select Continue.
Select the account that you want to connect to and the dates to pull transactions from the dropdown ▼. Then, select Connect.
Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
Select any accounts you want to connect like, your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

If you don't see the right account type in the dropdown

Select New to create a new bank or credit card account in your chart of accounts.

For new bank accounts:
1. From the Account Type ▼ dropdown, select Cash and cash equivalents.
2. From the Detail Type ▼ dropdown, select Savings or Bank.
3. Give the account a name and then select Save.

For new credit card accounts:
1. From the Account Type ▼ dropdown, select Credit card.
2. Give the account a name and then select Save.

Select Connect bank.

Note: If you see errors or are having trouble downloading transactions, learn what you can do to resolve download issues and banking errors.

Connect your bank account from your chart of accounts (optional)

Go to Settings and select Chart of accounts (Take me there).
Find the account you want to connect to.
From the Action column, select the Account history ▼ dropdown. Then select Connect bank.
Follow the on-screen instructions to connect your bank to QuickBooks (these steps are the same as listed above).

Step 2: Download recent transactions

Refresh your bank feed to automatically download your recent bank transactions.

Go to Transactions and select Bank transactions (Take me there).
Select Update.

Step 3: Categorise downloaded transactions

Review and categorise the downloaded bank transactions to make sure that it is categorised right. This helps you to organise your charts of accounts accurately.

Next steps

Review and make sure the downloaded bank transactions have been correctly categorised to keep your charts of accounts accurate.