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this is karen from the quickbooks team connecting your bank and credit card accounts to quickbooks is the fastest way to accurately record your companys financial transactions lets go over how to connect a bank or credit card account to quickbooks and choose how far back you want quickbooks to pull your transaction history to get started select the transactions menu there are two ways to bring in transactions from your bank and credit card accounts the first option is to download your companys historical transactions from your bank and credit card in a file then you can upload that file so quickbooks adds those transactions to your accounts if your bank doesnt have the option to connect your accounts you can usually still get a file and upload transactions manually however keep in mind you need to upload a new file every time you want to bring in more transactions the second option is to connect your bank or credit card so quickbooks downloads your transactions automatically lets
