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Set up online banking in QuickBooks using direct connect

You can set up online banking through Direct Connect in QuickBooks 2011 or later.

Detailed Instructions
  1. Choose Banking >Online Banking >Set Up Account for Online Services.
  2. Click the Select your QuickBooks account drop-down arrow, select the QuickBooks account that will connect to the Financial Institution (FI), and then click Next.
  3. Click the Enter the name of your Financial Institution (FI) drop-down arrow and select the FI for this account, and then click Next.
  4. Select the Direct Connect option (if displayed) and click Next.
  5. Select Yes, my account has been activated for QuickBooks online services and click Next.
  6. Enter the Customer ID, Password, and Confirm Password to sign in to the FI.
  7. Click Sign In. QuickBooks will connect to the bank's server to download bank data for the selected account.
  8. Select the account you want to connect to QuickBooks.
  9. Click Finish after the download completes. You have successfully activated online banking.
  10. To ensure online banking is functioning correctly, select the following option that fits your online banking preference:
    • For side-by-side mode: Select the account you want to download from the Financial Institution section labeled Download Online Accounts and click Receive Transactions.
    • For register mode: Select Download Bank Data for account: XXXXXXX from the Items To Send section and click Go Online.

 If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# HOW12423
10/20/2014 10:55:17 AM
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