Set up and use Online Banking in QuickBooks for Mac

To connect your bank and credit card accounts to QuickBooks Online, use the Banking feature. This allows you to download transactions automatically so you don’t have to enter them manually.

Before you start

• Ensure you have an active bank account with a financial institution that offers online banking.
• You will need your online banking User ID and Password for your financial institution (log-in credentials).

Connect your bank or credit card account

1. Select the Settings gear icon, then select Banking (or Bank feeds).
2. In the Banking or Bank feeds tab, select Link account or Connect account.
3. Search for your financial institution by name or URL.
4. When you see your bank, select it and follow the on-screen prompts to enter your User ID and Password.
5. Select the type of account you want to connect (Checking, Savings, or Credit Card) and choose the specific account from the list.
6. Select Connect.

Use Online Banking Once connected, QuickBooks downloads the last 90 days of transactions.

1. Go to the Banking menu or select Transactions from the left navigation, then select Bank transactions.
2. Select the account you connected from the list.
3. Review the downloaded transactions in the For review tab.
4. For each transaction, select a category or match it to an existing entry in QuickBooks.
5. Once reviewed, select Add to move the transaction to your books.

If you encounter issues connecting, verify your credentials on your bank’s website or contact your financial institution to ensure they support connections to QuickBooks.