You can connect your bank account or credit card to QuickBooks to automatically download transactions. You can connect chequing, savings, or credit card accounts, including foreign currency accounts, as long as you use a participating bank.
Want to add an account without connecting it to your bank? See Create a new account.
In the navigation bar, click Transactions > Banking.
QuickBooks downloads the last 90 days of transactions when you first connect an account. For a shorter length of time, click Need a shorter date range? To download more data for historical purposes, try uploading a bank file for the earlier dates.
When you first connect an account, it can take a few minutes for the downloaded transactions to appear on the page. Subsequent downloads are much faster.
Once you connect a bank account, QuickBooks automatically downloads your data nightly.
A few financial institutions—American Express, for example—limit the frequency of automatic downloads. This means QuickBooks might automatically download your data 2–3 times a week instead of every night. The frequency varies by institution.
If needed, you can manually update your bank accounts to catch any transactions that may have cleared in the hours since the last automatic download.
Non-participating banks. If you can't connect your bank, you may still be able to get your bank data into QuickBooks. Many banks give you the ability to download a data file with your transactions. If the file is a QBO (Web Connect), QFX, OFX, or CSV file, you can upload it to QuickBooks.
Bank of America: Bank of America (AR) stands for All Regions. Choose this option if you're not sure which state or region to select.
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