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Select online services connection type

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.

DirectConnect WebConnect
Statement information is downloaded directly from your financial institution into QuickBooks.

Statement download is more complex:

  1. Go to your financial institution' s Web site.

  2. Sign in.

  3. Find and download the statements.

  4. Save the statement file to your hard disk.

  5. In QuickBooks, find the saved file and import it.

Send and receive. If your financial institution supports it, you can transfer funds between accounts and send payment inquiries and cancellations, messages, bill payments, and checks online.

Receive information only. QuickBooks can receive information about transactions your financial institution processes, but it can't send information back to the financial institution.

Many financial institutions charge fees for this method. Contact your financial institution directly to see if it charges fees, and if so, how much those fees are. Most financial institutions do not charge fees for this method.

Click Next to go to the next wizard screen.

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