Set up account for Bank Feeds

Learn how to set up your bank account for Bank Feeds in QuickBooks Desktop for Windows.

Use Bank Feeds to manage your bills and bank transactions. Here’s how to set it up.

You can set up your account for online banking or Bank Feeds in single-user and multi-user mode. The maximum number of accounts is 40. If you need more than that, then separate them between two or more company files. You can set up only one account if needed.

Connect your account to Bank Feeds

1. From the Banking menu, go to Banking, then Set up Bank Feeds.
2. In the Enter your Bank’s name field, enter First National Bank of South Miami
3. Connect your bank:
   • Direct Connect: To set up an account, you need to have a username & password for FNBSM Online.
     • If you want to enroll, select the enrollment site link. When your bank approves your application, contact them for your login credentials.
     • If it’s enrolled already, select Continue. Then, follow these:
       1. Enter your Online Banking ID and Password.
       2. Select Connect. QuickBooks connects to the bank’s server.
       3. Select the bank account you want to connect to QuickBooks.
       4. Select Finish after the process completes.
4. On the Link your Accounts page, select the Select existing or Create new ▼ drop-down. Then, find the QuickBooks account you want to link to your bank account. If you didn’t set up a bank account yet in your chart of accounts, select Create New Account.
5. Select Connect, then Close.

After you set up your account, you can now download transactions from your bank.