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Online Banking and Services

Online Banking in QuickBooks®

As an Online Banking customer, you can use Web Connect to download your banking transactions into basic software or QuickBooks® and manage your finances offline. Adding the Account Management service allows you to perform all your Online Banking tasks—including payments and transfers—directly in QuickBooks®.

Basic features—included with Small Business Online Banking

Your enrollment in Small Business Online Banking includes these basic QuickBooks® features:

  • Easy downloading of transactions from your checking, savings and credit card accounts using Web Connect
  • Automatic transaction and balance updates when you log in to Online Banking from Bank of America through Quickbooks®
  • Easy manual uploading to your QuickBooks® software

Learn how to download transactions ››

Upgrade today for advanced QuickBooks® integration

Upgrade to our Account ManagementFootnote 1 service for just $15 per month—you can try it for 3 months at no charge, and the fee is waived when you have Business Advantage Checking. You'll get access to Direct Connect and advanced QuickBooks® integration.

  • Work directly in QuickBooks® to perform all your Online Banking tasks
  • Use QuickBooks® to transfer funds between Bank of America accounts
  • Make online payments, such as checks and bill payments, through QuickBooks®
  • Delegate day-to-day account responsibility to your employees, accountant or partner
  • View accounts for separate businesses with a single Online ID

Learn more about Account Management ››

Web Connect

Web Connect functionality automatically enters transactions and updates balances when you sign in to Online Banking and initiate a download of a certain transaction period. The downloaded transactions are then uploaded into your QuickBooks® software manually.

Direct Connect

Direct Connect refers to the 2-way connectivity between Bank of America and your QuickBooks® software. Direct Connect allows you to access your account information, pay bills and transfer money from within QuickBooks®.

Sign in to Small Business Online Banking to enroll in .


Account Management

Perform all your online banking tasks directly within QuickBooks®.

Sign up now for Account Management