What is QuickBooks?

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. You can also sign up for Direct Connect with bill pay capability. With Direct Connect, you can easily:

  • Import your transaction data and account information from U.S. Bank.
  • Reconcile downloaded transactions with your online software register.
  • Schedule and pay bills to almost anywhere in the United States.

Three simple ways to access your business account information with QuickBooks.

Connect your financial institution

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.

Download from online banking

Log in to online banking and export your account information manually into QuickBooks with no fees.

Direct Connect with bill pay

Direct Connect with bill pay allows you to automatically download your transaction information and pay bills directly in your QuickBooks software. Just $9.95 per month with the first two monthly service fees waived if you connect at least once during that time.

How do I set up QuickBooks Online for free with my U.S. Bank account?

Step 1

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.

View business checking View business debit card

Step 2

Step 2: Sign in to QuickBooks Online Select the Banking tab, then select Connect account.

Step 3

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.

How do I manually import my transactions from U.S bank into QuickBooks?

If you do not use Direct Connect to automatically download your transaction data, 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.”

How do I setup QuickBooks Direct Connect with bill pay access with U.S bank?

Step 1

You must have a U.S bank personal or business checking account and a U.S. Bank personal or business debit card to qualify for Direct Connect access.

View business checking View business debit card

Step 2

Purchase QuickBooks software directly prior to enrollment since U.S. Bank does not sell or distribute the software.

Visit QuickBooks

Step 3

Call U.S. Bank Technical Support at 800-987-7237 and select option 2 to enroll in Direct Connect with Bill Pay.

What to know about cash flow and your business

Five tips to ensure you make the most of your business cash

Cash flow, at the center of nearly every small business, can be one of the top challenges for a small business owner. Read five strategies to manage your cash flow.

Managing cash flow

How to choose the right business checking account

When opening your business’s first checking account, there are several key features to consider that can make business banking easy, convenient, and transparent.

Choosing a business checking account

How to choose the right business savings account

Opening a business saving or money market account can help ensure you always have money on hand to tackle challenges and seize opportunities for growth as they arise.

Choosing a business savings account

Have other questions about using QuickBooks accounting software for your business?

For business accounts, QuickBooks can integrate with your business checking accounts and business savings accounts when using the online download transaction feature. With QuickBooks Online and Direct Connect, 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 and Direct Connect, 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.

Start of disclosure content

Disclosures

U.S. Bank is not affiliated with QuickBooks®. QuickBooks® is a registered trademark of its respective owner.

U.S. Bank is not affiliated with Quicken. Quicken is a registered trademark of its respective owner. 

Deposit products are offered by U.S. Bank National Association. Member FDIC.