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Online Banking in QuickBooks®

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Get it on the App Store
Download the Bank of America App

Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their policies.

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Apple, the Apple logo, iPhone, iPad, Apple Watch and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Get it on Google Play
Download the Bank of America App

Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their policies.

Or we can text a download link directly to your phone

Please enter a phone number

By providing your mobile number you are consenting to receive a text message. Text message fees may apply from your carrier. Text messages may be transmitted automatically.

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Online Banking in QuickBooks®

Conveniently manage your finances—and enjoy advanced QuickBooks® integration
Features
    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.
    • 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

Upgrade today for advanced QuickBooks® integration
    Upgrade to our Account Management 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.
    • 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

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®.