How to Connect a New Bank or Card to QuickBooks Online

How to Connect a New Bank or Card to QuickBooks Online

Connect your bank and credit card accounts to QuickBooks Online to automatically download your latest transactions. This saves time compared to manual entry and provides a real-time view of your finances. Once connected, transactions appear in QuickBooks, ready for categorization.

Connect an account

Follow these steps to connect a checking, savings, or credit card account.
Note: American Express Business accounts can't be connected using this method.

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).
  2. Select Link account. (If you have already connected an account, select Link account on the Bank transactions tab.)

  3. Search for your bank by name.
  4. Select Continue.
  5. Enter the user ID and password you use for your bank's website.
  6. Follow the on-screen steps to connect. Your bank might require additional security checks.
  7. Select the specific bank accounts (like checking, savings, or credit cards) you want to connect.
  8. Choose how far back you want to download transactions. Download timespans vary by bank; some allow the last 90 days, others up to 24 months.
  9. Select Connect, then select Done.
  10. From the Bank Transactions page, select Update to download recent transactions automatically.

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