Bank feeds and downloaded transactions overview

The Banking page is where you connect your accounts and download transactions. This is sometimes known as "bank feeds." Why connect your accounts? Because it saves you from lots of manual data entry.

Your bank and credit card companies store information about the money going in and out of your accounts. You want that same information in QuickBooks because it's part of your business finances.

Instead of manually typing it all in, let QuickBooks get the information for you. You choose whether to add transactions as new items or match them up with items you already entered in QuickBooks. After you are connected and the account is configured, QuickBooks downloads your bank data automatically, usually at least once daily.

Get bank data into QuickBooks

How do bank feeds and QuickBooks work together?

Add and connect a bank account

How to upload bank transactions

Manually update your bank accounts

Find an account in QuickBooks

Accept downloaded transactions

Add downloaded items from bank feeds to QuickBooks

Match downloaded items to QuickBooks transactions

Split transactions on the Banking page

Edit a downloaded transaction

Undo an add, match, or transfer

Search for transactions in an account

Process bank transactions more quickly

Tips for accepting bank feed items quickly

Use banking rules

Make changes to your bank account

Edit bank account sign-in information

Disconnect, remove, or delete a bank or credit card account

Infrequent events

Designate a bank feed item as a transfer

Handle duplicate downloaded transactions

Delete duplicate transactions in the

Unmatch a downloaded transaction

Why a transaction can't be unmatched