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Connect Bank and Credit Card Accounts to QuickBooks Online

Note: If you have an American Express Business account, you can also connect it to your QuickBooks Online account. This requires a few different steps.

 

  1. Go to Transactions, then select Bank transactions (Take me there).

  2. Select Link Account.

  3. Enter the URL or name of your bank in the Search field, then select the bank.
    Note: If you can’t find your bank, you can manually upload transactions instead.

  4. Enter your Sign info in the Login and Password fields, then select Continue. 

  5. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
    Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.

  6. Select your account type on the Account type ▼ dropdown, then select Next.
    Note: Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.

For new bank accounts:

  • In the Account Type ▼ dropdown, select Bank. 

  • In Detail Type, select Savings or Checking. 

  • Give the account a name and then select Save and Close.

For new credit card accounts:

  • In the Account Type ▼ dropdown, select Credit Card.

  • Give the account a name and then select Save and Close.

  1. Map the bank account in the Existing accounts ▼ dropdown, then select Next.

  2. Select Connect, then select Done.
    Note: You can edit the account name in the New account name field or change it later.

Connect your bank account from your chart of accounts

Connect another account if your bank is already previously connected

Step 2: Download recent transactions

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

  1. Go to Transactions, then select Bank transactions (Take me there).

  2. Select Update.

Step 3: Categorize downloaded transactions

Review and categorize the downloaded bank transactions to make sure that it is categorized right. This helps you to organize your charts of accounts accurately.

 

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