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Online Banking in QuickBooks®

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Download the Bank of America App

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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.

Or we can send you a link by email

Please enter a valid email address

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.

Android is a trademark of Google Inc. Samsung is a registered trademark of Samsung Electronics Co., Ltd.

Our mobile app isn't available for all devices

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Learn more about mobile banking options and supported devices

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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 polices.

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Spend less time managing
your books and more time managing your business

Conveniently manage your finances—
and enjoy advanced QuickBooks® integration
Conveniently manage your finances—and enjoy advanced QuickBooks® integrationConveniently manage your finances—and enjoy advanced QuickBooks® integration
FAQs
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What version of QuickBooks® can I use with Small Business Online Banking?
In order to download your account information or access it directly with Small Business Online Banking, you must use either QuickBooks® Online or QuickBooks® Desktop 2018 or later.
What is Web Connect?
Web Connect allows you to download your transactions from Small Business Online Banking, launch your QuickBooks® Desktop software and reconcile your transactions.
What type of accounts can I access through QuickBooks®?
You can use QuickBooks with your checking, savings, money market and credit card accounts.
How does Small Business Online Banking through QuickBooks® via Direct Connect relate to Online Banking at bankofamerica.com?
Your enrollment in Direct Connect automatically gives you access to Small Business Online Banking at bankofamerica.com. Both services share information, even with bill payments. When you pay bills with one service, they will be automatically reflected on the other service.
How can I use QuickBooks® Desktop with Small Business Online Banking?

How to access your banking transactions with Web Connect:

  1. While signed in to small business online banking, navigate to the Activity tab for your account and select the Download link.
  2. From the dropdown menu provided, select the Transaction period for the transactions you wish to download.
  3. For the Choose File Type option, select Web Connect for QuickBooks® then click Download Transactions to save the file to your computer.
  4. Open your QuickBooks® Desktop software and choose Banking > Online Banking > Import Web Connect File to upload your transaction file.

How to integrate Online Banking in QuickBooks® Desktop with Direct Connect:

  1. After you've enrolled in Account Management, open your QuickBooks® software and choose Banking > Online Banking > Set Up Account for Online Services.
  2. Select your QuickBooks® account that will connect to Bank of America from the dropdown menu and click Next.
  3. Choose Bank of America from the dropdown menu and click Next.
  4. Select the Direct Connect option and click Next.
  5. Select Yes, my account has been activated for QuickBooks® online services and click Next.
  6. Enter the Customer ID (your Online Banking Online ID) and Password (your Online Banking Passcode) and click Sign In.
  7. Select the account you want to integrate into your QuickBooks® Desktop software. QuickBooks® will connect securely to our server to download bank data for the selected account.
  8. Click Finish after the download completes. You have successfully integrated Online Banking with your QuickBooks® Desktop software.