Integrating with QuickBooks for Bank Feeds

Relay automatically syncs your transaction data to QuickBooks Online, via a direct Bank Feed integration. This article will walk through how to set this up.

Once you have integrated with QuickBooks for Bank Feeds, you can set up Bill Pay. Bill Pay pulls unpaid bills from QuickBooks into Relay to streamline accounting processes.

The Bank Feed connection ensures that bills are marked as paid in QuickBooks when a bill payment is made in Relay. For more information on Bill Pay, and how to integrate with QuickBooks for Bill Pay, please see the articles below:

Please note: integrations can only be set up on Relay via desktop at this time, as this feature is not currently supported on the Relay mobile app.

Important note for accountants and bookkeepers: should you choose to link your client's account to QuickBooks Online through your login credentials, your clients will be able to see all other bank feeds connected to your credentials. To avoid this, you may consider having your client connect to QuickBooks Online using their own credentials.

How to integrate with QuickBooks for Bank Feeds

  1. Sign in to your QuickBooks account.
  2. In your Dashboard, click Connect accounts within the Bank accounts section.*
  3. Search 'Relay Financial' in the search bar, then select Relay.
  4. Enter your Relay login credentials, then click Continue.
  5. All checking accounts with Relay will be automatically selected; however, you can de-select any accounts you don’t want connected to QuickBooks.
  6. Click Continue to complete setup.

Please note: QuickBooks does not sync bank account name changes completed in Relay. The changing of a bank account name has to be done in both Relay and QuickBooks.

What transactions will appear in the QuickBooks Bank Feed?

Only settled transactions will appear in the QuickBooks Bank Feed.

Does Relay connect with QuickBooks Desktop?

No, Relay does not connect with QuickBooks Desktop at this time.

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