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Online Banking

If you use online banking for your business, you can use QuickBooks to access your banking transactions. You can import bank and credit card transactions from your financial institution's website and then add or match the imported transactions to transactions in your QuickBooks bank or credit card account register.

video What can online banking with QuickBooks do for you?

How does it work?

Depending on your financial institution, you can access your online banking account either of the following services:

Compare these options

Which service you use depends on what your bank offers. QuickBooks guides your through the connection to your online bank account and lets you know what service is available for your account.

Why use online banking with Quickbooks?

Types of Accounts

You can import transactions from the following types of accounts:

Before You Begin

Next Step

If you have everything in "Before You Begin," you're ready to use online banking with QuickBooks. Now you need to set up your bank account using Direct Connect or Web Connect.

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