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Frequently Asked Questions

How do I set up a Bank Connection?

To get expenses automatically imported from your banking, you can connect your credit cards, bank accounts and PayPal accounts in the Bank Connections area.

Note: Setting up a Bank Connection can only be done from the web.


Add a Bank

There are two ways to get to the Bank Connections section:

Avatar Dropdown

  1. Click on the gear icon in the top left corner
  2. Click on Bank Connections

Expenses Section

  1. Click on the Expenses section
  2. Click on the More Actions button
  3. Click on Manage Bank Connections

Once in the Bank Connections section, use these steps:

  1. If you see your bank in the top 12 popular banks, click on it
  2. Otherwise, if you don’t see your bank, click on the Find your bank link below the top 12
    Find your bank link in Bank Connections section.
    1. Then search for your bank using the name of the bank (at least 3 letters long), or the bank’s website link
    2. If the name of the bank and the bank’s website link matches what you normally log into online, click on it
  3. If your bank is not listed or available, please submit a request to have your bank added here
  4. Once you’ve selected your bank, enter in your bank’s login credentials and press Submit
    Login credential fields to connect to your bank.
  5. Answer any security/verification questions until all have been answered correctly and press Next
  6. Stay on this page and wait for all your accounts to finish loading (all spinning icons disappear)
    Bank accounts linking in progress notification.
  7. Once all accounts have finished loading, you can remove any unwanted accounts as well as rename any accounts (to help remember which account is which) using the Remove or rename account links
    Rename or remove account links on setup page.
  8. When you’re done, click on Import
  9. A pop-up will ask you to how far back to import Expenses from - choose between Today, 7 Days ago, 30 Days ago, 90 Days ago, or custom
    Dropdown for date ranges to bring in expenses from.
  10. Click Done
  11. You’ll now be taken back to the Bank Connections page, leave this page open for at least 10 minutes (you can use your account in another browser tab)
  12. After 10+ minutes, you’ll see a confirmation pop-up, and the status next to your bank account will display as Updated <1 minute ago
  13. From here, you can go to the Expenses section and start organizing your newly imported Expenses.

To look for Expenses that have not been assigned a Category, you can click on the search box, check off both Imported expenses and Uncategorized expenses before hitting Apply.
Imported expenses and uncategorized expenses checkbox in search filters.

We recommend checking your Bank Connections on a regular basis to ensure your Expenses are consistently importing with no errors or actions required by you.

If you’re experiencing issues connecting your bank account, check out our troubleshooting article here.


Automatically Categorize Imported Expenses

To save you time, you can have Categories remembered for future Expenses that are imported in. To utilize this feature, simply edit one of your imported Expenses, and click on the Apply to future imported expenses link:
Apply to future imported expenses link.
Once you enable this, FreshBooks will recognize imported Expenses from the same Vendor and will categorize them with the remembered Category moving forward. The Vendor field must be filled out in order for the auto-categorization to work.

Looking for more information on your Bank Connections? Go here instead.
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