OPTION 1: Directly Connect a Bank or Credit Card Account

STEP 1. Go to the Banking menu or Transactions menu.

STEP 2. Select the Banking tab.

STEP 3. Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.

STEP 4. Search for your bank. You can connect most banks, even small credit unions.

STEP 5. Select Continue. Enter the username and password you use for your bank's website in the window.

STEP 6. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.

STEP 7. Select the bank or credit card accounts you want to connect (savings, checking, or credit card). You should see all of your available accounts at your bank or credit card company.

STEP 8. For each account, you select the matching account type from the dropdowns. These are accounts on your chart of accounts in QuickBooks.


OPTION 2: Manually Upload Bank or Credit Card Transactions into QuickBooks Online (where direct sync is not possible)

STEP 1. Sign in to your bank or credit card’s website. Look for and follow your bank’s steps to download transactions. Every financial institution has different steps. Here are the steps for Bank of America, Chase, and Wells Fargo.

STEP 2. Check the date range for the download. It should be at least one day before the date of your oldest transaction.

STEP 3. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

STEP 4. In QuickBooks Online, go to Accounting and then select New. Create a new bank or credit card account with your details.

STEP 5. Now go to the Banking menu or Transactions menu.

STEP 6. Select Upload transactions.

STEP 7. Select Browse and then select the file you downloaded from your bank. Then select Next.

STEP 8. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then select Next.

STEP 9. Select the Link account dropdown and then Upload from file.

STEP 10. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.

STEP 11. When you’re ready, select Let's go.

After adding your bank or credit card account to QuickBooks, head back over to Settings > Connections in taxomate and select the proper accounts for each marketplace.
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