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Business Advantage

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® desktop features:

  • Automatic updates through QuickBooks Online
  • Easy downloading of transactions from your checking, savings and credit card accounts using Web Connect

    Web Connect

     

  • Automatic transaction and balance updates when you sign 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® desktop integration.

Direct Connect

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

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