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Register Mode: Contact your financial institution

You can contact your financial institution or credit card provider in person or by phone. Or, you can use QuickBooks to visit their Web site.

To do this task

  1. Go to the Banking menu, click Online Banking, and then click Participating Financial Institutions.

  2. If QuickBooks asks if it can launch a Web browser, click OK.

  3. In the Financial Institutions Directory, click the Banking account access button.

  4. Scroll down through the list of financial institutions on the left until you see the name of your bank, savings and loan, credit union, or credit card provider.

  5. Click the name of your financial institution.

  6. Follow the instructions on the Web site to contact the financial institution.

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