Opening the Online Banking Center
Items to Send list: Shows the instructions and messages waiting to be sent to your financial institution, such as:
Requests for electronic statements
Online vendor payments
Online transfers of funds
All items with checkmarks are sent when you click the Go Online button.
A checkmark next to an item in the Items to Send list means that it will be sent to your financial institution when you click the Go Online button.
If you do not want to send the item, single-click it to clear the checkmark. It will not be sent until the next time you go online.
Before they are sent, you can edit and delete items, except requests for electronic statements.
Items Received list: Shows the items received from your financial institution, such as
Payments due on your credit card
Replies to your messages
These items have icons to indicate what they are.
You can view electronic statements and match the transactions in them to the ones in QuickBooks.
You can view and delete the messages and other items. (Some cannot be deleted until you have done the requested action.)
See how to contact your financial institution by clicking the Contact Info button.
Download electronic statements and account balances.
ViewReview an electronic statement after it is downloaded and match the transactions in it to the ones in QuickBooks.
Download credit card charges.
If you have a direct connection to your financial institution, you can send instructions to it, such as messages, online vendor payments, payment inquiries, and online transfers of funds. You can also review payments due on your credit card and read replies to your messages.
Common questions about online banking
Set up online banking
Troubleshoot online banking problems