Online Banking Center window

Use the Online Banking Center to:

View the most recent online balances for your banking accounts and compare them to your QuickBooks balances

Select a financial institution from the drop-down list to see the most recently downloaded balances for all the accounts you set up for online banking at that financial institution. online banking center, . You can also see the date when you last downloaded transactions.
Download transactions that have cleared your financial institution
Click Send/Receive Transactions.
- If the account uses a direct connection to your financial institution (DirectConnect), you'll see a window where you enter your password, then all new transactions that have cleared will be downloaded into QuickBooks.
- If the account uses a web connection (WebConnect), you're financial institution's website will be loaded into a browser window. online banking center, . You can then sign in, download your transactions, and then import them into QuickBooks.
Create transactions to send to your financial institution (if you have DirectConnect)

Click Write Online Checks, Transfer Funds, or Pay Bills in the Actions list (if you have DirectConnect).
Start the matching process to add downloaded transactions to QuickBooks

Click Add Transactions to QuickBooks.

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Main areas

Financial institutions: Select any financial institution where you have set up online banking and view the latest downloaded balances of all accounts there and the date you last downloaded transactions.
Items to Send list: Shows the instructions and messages waiting to be sent to your financial institution, such as:
- Online vendor payments
- Online transfers of funds
- Bill payments
- Payment inquiries
All items with a number in the No. online banking center, . to send column are sent when you click the Send/Receive Transactions button.

Before they are sent, you can edit and delete items.
Items Received list: Shows the items received from your financial institution, such as
- Downloaded transactions
- Payments due on your credit card
- Replies to your messages
  
  You can view downloaded transactions and match them to the ones in QuickBooks.
  
  You can view and delete the messages and other items. online banking center, . (Some cannot be deleted until you have done the requested action.)
Tool links: Provides access to information and settings:

Contact information for the selected financial institution.

View the Online Banking Center tutorial.

Manage renaming rules.

You can:

See how to contact your financial institution by clicking the Contact Info link.
Download transactions and account balances.
View transactions after they are downloaded and match them 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. online banking center, . You can also review payments due on your credit card and read replies to your messages.