Log into QuickBooks Online
From the banking menu, select “Connect” from the landing page or if you have already created an account, select “Add Account”.
Search for your bank (most banks, and even small credit unions, can be connected).
If you are unable to locate your bank on the list, but would still like to add your transactions to your QuickBooks account, then you can try manually uploading your transactions from a CSV file.
Select “Continue”, and then in the pop-up window, enter the username and password for your online banking account and click, “Connect”.
Note: It can take several minutes to link QuickBooks online to your bank account; however, some banks may require additional information for security purposes. If this is the case, you will see instructions on the screen letting you know what to do next.
Choose the account type you would like to add; i.e., checking, savings, or credit card. If you are connecting multiple credit cards from the same bank, choose the type for each card you are connecting.