One of the most time-saving automations QuickBooks offers is live bank feeds. Live bank feeds pull all of your bank transactions into your account automatically, so you don’t have to.
We’ll teach you how to connect your bank account directly to your QuickBooks account in these five simple steps.
Table of Contents
Enable Live Bank Feeds
Before you get started, make sure you have already created an account in QuickBooks for each bank account you’re adding. To learn how to add an account to your chart of accounts, read How to Add A Bank Account To QuickBooks Pro.
To begin, go to Banking>Bank Feeds>Set Up Bank Feed for Account.
You may see the notification below. Save and close any information you currently have open, and then click “Yes.”
Step 1: Find Your Bank
Search for your banking institution.
Select the proper bank from the search results.
Step 2: Adjust Bank Settings
Once you select your bank account, you’ll be taken to a screen that says “Direct Connect.” At this point, you’ll want to go to your banking institution and enroll in “Direct Connect.”
Each banking institution handles integrations differently, so contact your bank directly for instructions on allowing a QuickBooks connection.
Once you’ve enabled QuickBooks to connect to your account, click the blue “Continue” button in the bottom right-hand corner.
Step 3: Log In To Your Bank Account
Now that you’ve connected to your account, you’ll be asked to log in. Some banks ask for your login credentials, while others ask for your bank number and pin. Follow the instructions on the screen, then click “Connect.”
Step 4: Choose Accounts
QuickBooks will now pull up all accounts associated with your bank login. Select the accounts you wish to include in QuickBooks Pro. Use the drop-down menus to select which account (from your chart of accounts) to connect to your bank account.
Step 5: Connect
Click “Connect” to complete the bank connection. Go to your Bank Feeds Center to see the transactions that QuickBooks automatically pulls in from your bank.
For troubleshooting issues, check out the QuickBooks Community or call QuickBooks directly. If you have any further questions, leave a comment below and we’ll do our best to help you.