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Register Mode: Download an electronic statement for an account

When you go online, you visit your financial institution's Web site and tell it to send an electronic statement to QuickBooks. When QuickBooks receives the statement, it displays it in the Online Banking Center so you can work with it.

Going online

To do this task

  1. If you have a dial-up Internet connection, connect to the Internet as you usually would.

    • Dial-up Internet connection: You use a modem to connect to the Internet through a standard telephone line. You probably have a dial-up connection if your computer dials a phone number before it connects to the Internet. Many home connections are dial-up.

    • Direct Internet connection: Your computer is always connected to the Internet and you don't have to do anything to access it. Direct connections can include Local Area Networks (LANs), cable modems, DSL modems, ISDN connections, and wireless connections. Many business connections are direct.

  2. Open the Online Banking Center. Open the Online Banking Center

  3. Click the Financial Institution drop-down arrow and then click the financial institution to connect to.

  4. Click Go Online.

    QuickBooks opens a Web browser and connects to your financial institution's Web site.

  5. Log on to the Web site using the information from your financial institution.

  6. Use the Web site to download an electronic statement to QuickBooks.

    How do I download a statement from the Web site?


    What if I'm asked whether to open or save a .QBO file?

    When the download starts, your Web browser may ask if you want to Open or Save a .QBO file. “QBO” is the format of electronic statements from Web sites.

    Click Open to have QuickBooks process the file as soon as the download is finished (suggested).

    You can also click Save to save the file for later, but you will have to manually import it into QuickBooks.

When QuickBooks finishes processing the statement, it appears in the Items Received list in the Online Banking Center. How do I view it?

What if...

This is the first time I'm going online

When you go online for the first time:

  • Leave all requests for electronic statements in the Items to Send list checked. The statements you download will cover up to the last 90 days (depending on your financial institution).

  • Use the password provided by your financial institution when the Web site asks for it. You may be asked to change it.

  • Look closely at the transactions in the downloaded statement to make sure they transferred the way you expected them to and appear in the right account in QuickBooks.

I need to manually import the electronic statement (.QBO file) into QuickBooks

See Also

11/20/2017 1:22:30 AM
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