How to connect your bank and credit cards to QuickBooks Desktop

Connecting your bank and credit card accounts to QuickBooks Desktop is the fastest way to accurately record your company’s financial transactions.

Let’s go over how to connect a bank or credit card account to QuickBooks and choose how far back you want QuickBooks to download your transaction history.

We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:

The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.

#QuickBooks #QuickBooksDesktop

[brianhaines]

Intuit has FUBARed this feature. Nothing but problems with American Express importing now. After disconnecting and reconnecting multiple times because it stops working, I find hundreds of duplicate transactions and can no longer get the feature to work. Very innovative, Quickbooks. Thanks so much.

[ChayaKurtz]

Quickbooks only uploaded my most recent 14 transactions. Maybe that's all there was since I connected the bank account, but I would like to have all transactions. I don't remember setting up a start date. Is it too late to rectify this? Is there a way to add in the last year's worth of transactions now?

[bruceluthy]

what older versions of QB desktop
have this feature?

[arpansrv]

You did not show the other method that is importing transaction through excel or csv files. How can we do that?

[StaceyLopez-vocw]

My bank is on your list, but when I select it, it doesn't bring up the bank login window. Instead it brings up a window on how to Manually add transactions. I just called my bank and they confirmed that they participate in Direct Connect for bank feeds, so I don't understand why I can't set it up.

[freddiecarr]

Wells Fargo will not accept Chrome browser its asking me to keep updating over and over.

[luzjohnson]

My bank is not on the list and there is no option to add. When I search, it does not come up either.