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How to Import Capital One Into QuickBooks

by Andrea WalkUpdated September 15, 2017
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Intuit QuickBooks is a small-business accounting software that offers online accounting and bank access. Importing your bank-account information into a consolidated location is beneficial for managing your small business. Capital One allows its customers to directly interface their accounts with QuickBooks over the Internet. This makes tracking your business income and expenses easier and cuts down on paperwork. Having access to your online-banking information allows you to work from any remote location.

Set up your Internet Connection in QuickBooks by accessing the "Help" menu and selecting "Internet Connection Setup." This step must be completed only once before trying to access your online-banking accounts.

Add your online-banking institution using the QuickBooks Banking menu. Select "Online Banking," and then choose "Set up Account for Online Services."

Choose the QuickBooks account that you want to connect to your Capital One online-banking account. Then specify your Capital One account in the "Enter the Name of your Financial Institution" drop-down menu. When finished, press the "Next" button to go to the next step of the setup wizard.

Choose the "Direct Connect" option, and then select "Next" to move on with the wizard. Answer "Yes, my account has been activated for online services," and click "Next."

Enter your username and password to connect your online-banking account. You will be required to click "Sign In" to make the connection to Capital One.

Tips

You must already be a Capital One online-banking customer to utilize this feature in QuickBooks.

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