Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.
Online banking, or bank feeds, saves time so you don’t have to enter anything manually. Once you connect your accounts, transactions will download and categorize. All you have to do is approve them.
After you connect your bank and credit card accounts QuickBooks automatically downloads the latest transactions. It looks for and tries to match them with transactions you've already entered into QuickBooks. If it can't find a match, it creates a new transaction record for you.
All you have to do is approve the match or newly created transaction. Here’s how to get started:
You can split transactions, such as a large business travel expense, between multiple accounts for better tracking.
Save time tracking and recording your receipts and bills from vendors. You can upload them to QuickBooks Online from your computer or mobile device, or even from your email account.