Your financial institution offers two ways to connect to online services. Each way has positives and negatives, which may affect how you choose which one is best for you.
Statement download is more complex:
Go to your financial institution' s Web site.
Find and download the statements.
Save the statement file to your hard disk.
In QuickBooks, find the saved file and import it.
Receive information only. QuickBooks can receive information about transactions your financial institution processes, but it can't send information back to the financial institution.
Click Next to go to the next wizard screen.