Download your U.S. Bank transactions into QuickBooks and take control of your money. Manage your business accounts like a professional bookkeeper with smart, simple tools.
QuickBooks is a financial management software tool designed specifically for small businesses that help you keep track of and manage your money. With U.S. Bank, you can connect your financial institution with QuickBooks Online to manage your bank and credit card transactions all in one place.
Connect to your U.S. Bank account from within QuickBooks Online at no extra cost. From your QuickBooks software, simply add your account by selecting “U.S. Bank” as the financial institution.
Log in to online banking and export your account information manually into QuickBooks with no fees.
You must have a U.S. Bank personal or business checking account and a U.S. Bank online banking user id to qualify for QuickBooks Online. From QuickBooks, an online banking customer will use their U.S. Bank online banking user id to log in.
Step 2: Sign in to QuickBooks Online Select the Banking tab, then select Connect account.
Then, simply add your account by selecting “U.S. Bank” as the financial institution. Select Continue, and sign in to your account with your U.S. Bank username and password. Follow the onscreen steps. It may take a few minutes to connect. Select any accounts you want to connect. Select how far back you want to download transactions. Select Connect.
Need help? Watch this video or visit QuickBooks Online for more help on connecting your accounts.
You can manually download your transactions from online banking. First, log in to your U.S bank account. Once you’re logged in, click any of your accounts to view the transactions. In the upper right-hand corner, above your transaction list, click “Download Transactions.”
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For business accounts, QuickBooks can integrate with your business checking accounts and business savings accounts when using the online download transaction feature. With QuickBooks, you can also include your business credit cards and business loans.
For personal accounts, QuickBooks can integrate with your checking and savings accounts when using the online download transaction feature. With QuickBooks Online, you can also include your personal credit card transactions and loans.
QuickBooks is a small business accounting software by Intuit with features that can help you manage your business like invoicing, payments, cash flow, payroll and inventory. Quicken® is a personal financial management application that offers a Home & Business product with features for property management and more. You can integrate your U.S. Bank business checking and savings accounts with Quicken or QuickBooks, whichever you determine is right for your business. Visit our Quicken page for more about Quicken integration with U.S. Bank.
