You can connect as many bank &/or credit card accounts as you would like in QuickBooks Online. Please note that American Express cards require a few additional steps, please visit here to learn how. If you are moving from QuickBooks Desktop to Online you will need to reconnect your accounts for security reasons.

1. Go to Bookkeeping then Transactions then select Bank transactions (Take me there). If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.

2. Select Continue. Then sign in to your bank with your user ID and password. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.

3. Select the accounts you want to connect, then select the account type ▼dropdown.

4. Choose the account type that matches your chart of accounts in QuickBooks. If you don't see the right account type in the dropdown Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.

5. Select Connect. Connect your bank account from your chart of accounts.

6. Optional Step:

   1. Download recent transactions QuickBooks downloads transactions so you don't have to enter them manually.

   2. Refresh the bank feed to download your latest transactions.

   3. Go to Bookkeeping then Transactions then select Bank transactions (Take me there).

   4. Select Update.

   5. Categorize downloaded transactions Once QuickBooks downloads your transactions, you'll want need to review and categorize your transactions to make sure they’re categorized right.