How to Download Transactions

 Connecting your Bank Accounts using Downloaded Transactions

There are two possible reasons why you can't find or connect to your bank:

• Many banks have multiple names on our list. Make sure you have selected the correct one.
• Your bank might not connect to all types of accounts (personal accounts vs. business accounts, for example).

Follow these steps to verify that you can connect to your bank through the link we've provided:

• Choose Transactions > Banking
• Click Add account.
• Enter the name of your financial institution and click the magnifying glass icon to search.
• Under All matching results, click your bank.
• At the top of the window, click the link for your bank's website.
• A new window will open for your bank's website. Make sure you're able to access your accounts through this site by confirming you can see your account summary, account history, and account details without any error messages.

In order for us to support connection to your bank account, you must be able to access your accounts through this site. Sometimes a financial institution will have multiple logins to different types of accounts, but they choose to only release one website for connection to QuickBooks Online.

If you're successful accessing your account, log out of the bank's website and continue with the setup interview.

If your bank doesn't appear as a choice when following these steps:

• Follow the preceding set of steps. When you enter your bank and click Find, you'll get the message, Sorry! We can't find your bank.
• Click on the button Request to add my bank  
• Enter your bank's website URL in the field provided, after first verifying it, the Bank name and your email address
• Click Submit.

Note: We can't tell you if or when a bank may be added to our list, because it's a decision between Intuit and your financial institution. We'll contact you if the bank decides to become part of our list of supported financial institutions.

Excluding Downloaded Transactions From Business Finance

Excluding a downloaded transaction is an easy way to keep a personal expense out of your business finances or due to downloaded banking transactions being duplicated.

To exclude a transaction or multiple transactions:

• Click Transactions > Banking.
• You'll see the NewTransactions tab, click the checkboxes to the left of the date for the transactions you want to exclude.
• Once you're done, click the Batch Actions drop-down arrow and select Exclude Selected.
• The transactions move to the Excluded tab. 

If you ever need to see what you've excluded - click on the Excluded tab. The transactions aren't tracked or reported as part of your business finances and they won't appear in any associated account registers or reports.

Notes about Reconcile For Personal Expenses Excluded

If you exclude a transaction, your bank register won't reconcile because the bank balance and QuickBooks Online balance won't match. If you don't reconcile your bank statements with QuickBooks Online, this is fine.

If you do reconcile your bank registers (or your accountant makes you), track your personal expenses by adding yourself as a vendor and assigning the transactions to an owner's equity account (often called an owner's draw).

Notes about Reconcile For Duplicate Transactions Excluded

If you Exclude a downloaded transaction because it's a duplicate, your balances will match and you'll be able to reconcile.

What if you accidentally exclude a transaction and you'd like to include it again

• Click Transactions > Banking.
• Click the Excluded tab.  
• Click the checkboxes for the transactions you'd like to include again.
• Click the Batch Actions drop-down arrow and select Undo and it will bring them back into the New Transactions tab for you to work with. You can then add, categorize, or match and accept the transactions.