Invoicing & Payments

Connect QuickBooks Online to your bank

“I'm entering transactions by hand in QuickBooks. How do I get my bank to feed them in automatically?”

The short answer

In QuickBooks Online go to Transactions → Bank transactions → Connect account, search for your bank, and sign in through the secure bank prompt — QuickBooks then pulls new transactions daily into the For Review tab, where you approve or match each one. One caveat from Intuit's own docs: bank feeds are limited or absent on the Free and Lite-tier plans, so if you don't see the Connect account button, check your plan level first. Feed setup takes about ten minutes per account.

  • 15 minutes to set up
  • Easy difficulty

What you'll need

  • QuickBooks Online bank feed leanest paid option
    Built into QuickBooks Online — no extra software needed. Not available on Free/Lite-tier plans.
    Free until: Included on Simple Start and above. Free and Lite plans have limited or no bank feeds per Intuit help.
    Watch the pricing: If you're on a Lite-tier plan, upgrading the plan unlocks feeds — no separate add-on exists.
    Pricing checked 2026-10-21 — source.
    Wall check Gates 4/5 ! Price ! Permission ✓ Gate ! Meter ! Exit what we found User counts rise with the price tier, and after you cancel the data goes read-only for a year — then it is gone.
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Pricing above was checked on 2026-10-21. Vendors change their terms without notice, and free tiers do get withdrawn. We take no money from any vendor listed here. If something on this page is out of date, tell us and we will correct it.

How to set it up

  1. Confirm your plan supports bank feeds

    Settings → Account and settings → Billing & subscription shows your plan. Bank feeds are limited on Free and Lite tiers; Simple Start and above include them.

  2. Connect the account

    Transactions → Bank transactions → Connect account → search your bank → sign in via the bank's own secure window (QuickBooks never sees your password) → pick the account and the start date.

  3. Review the For Review tab daily

    The feed proposes matches against invoices, bills, and rules. Approve matches, categorize the rest — five minutes a day keeps the books current.

  4. Create bank rules for repeat vendors

    Banking → Rules → New rule: 'payee contains X → category Y.' Rent, software subscriptions, and merchant fees categorize themselves after a few weeks of rules.

  5. If the feed breaks, re-auth before re-entering

    Banks expire connections every 90 days on many institutions. Bank transactions → the account → Update or Fix connection re-authenticates without losing history.

Common questions

Why don't I see 'Connect account' in QuickBooks?
Two usual causes: your plan is a Free or Lite tier (bank feeds are limited there per Intuit's help docs), or your browser is blocking the bank's popup window. Check the plan first, then allow popups for the Intuit domain.
Is connecting my bank to QuickBooks safe?
The sign-in runs through your bank's own portal — QuickBooks stores a read token, not your password, and the feed is read-only: it can pull transactions but can't move money.
The feed stopped importing — now what?
Usually an expired bank token or a bank-side security change. Use Update/Fix connection on the account card; if it recurs weekly, your bank may require re-auth each session — a known limitation of some smaller institutions.

Last reviewed 2026-10-21. Tools change — if something here is out of date, tell us and we'll fix it.

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