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Connecting Directly to Online Banking (Direct Connect)

Connecting Directly to Online Banking (Direct Connect)

Connecting Directly to Online Banking (Direct Connect Setup)

Using Direct Connect, you can automatically download transactions from your financial institution directly into QuickBooks. After setting up Direct Connect, you can automatically import transactions without having to go through the set up process again.

Before you can use Direct Connect, you must contact your financial institution to activate your account for use with QuickBooks online services. The account with your financial institution must be a business account. Your financial institution may charge you a fee for using this service. If you are unable to set up Direct Connect successfully, try using Web Connect instead.

To set up Direct Connect:

  1. Choose Banking > Online Banking Setup.
  2. Select your financial institution from the list and click Next. (Sometimes financial institutions present multiple listings, one for Direct Connect (DC) and one for Web Connect (WC). If you see this be sure to select the DC option.) I don't see my financial institution on this list.
  3. If you are prompted to select either “Direct connect” or “Web connect,” select “Direct connect” and click Next. (If you do not see the screen, go to the next step.)
  4. Select Yes if you have activated your account for QuickBooks online services and click Next. If you have not activated your account, select No and then click Next to see the contact information for your financial institution.

    The next steps depend on how your financial institution works with Direct Connect. To continue, click the option below that describes what you see you on your screen.

I'm asked to enter my customer ID and password.
  1. Enter the customer ID and password you use to access your online account then click Sign In.
  2. For each account at your financial institution, click “Select an Account” to display a list of available QuickBooks Accounts. Choose which QuickBooks account you want to associate with the online account.
  3. Only the QuickBooks accounts applicable to the online banking account type are displayed in the “Select an Account” list. You can only associate a QuickBooks account with one online banking account. To open a new QuickBooks account, click New from the “Select an Account” list, or create a bank, credit card, or Other Current Liability account first.

  4. Click Next to download your transactions.
  5. After QuickBooks has successfully downloaded your transactions, click Finish.

    The Downloaded Transactions window displays the transactions downloaded from your online banking accounts.

  6. You have completed setting up Direct Connect and can now update your register. Skip any remaining steps.
I'm asked to select an account type.
  1. Select the account type for the account you want to download.
  2. Enter in the account number.
  3. If this is a banking account, enter in the routing number.
  4. Click “Select an Account” to display a list of available QuickBooks Accounts. Choose which QuickBooks account you want to associate with the online account.
  5. Only the QuickBooks accounts applicable to the online banking account type are displayed in the “Select an Account” list. You can only associate a QuickBooks account with one online banking account. To open a new QuickBooks account, click New from the “Select an Account” list, or create a bank, credit card, or Other Current Liability account first.

  6. Enter the customer ID and password you use to access your online account and then click Sign In.
  7. After QuickBooks has successfully downloaded your transactions, click Done.

    The Downloaded Transactions window displays the transactions downloaded from your online banking accounts.

  8. You have completed setting up Direct Connect and can now update your register.

Related Topics

KB ID# 512282
7/29/2014 3:42:33 AM
PPRDQSSWS407 9102 Pro 2013 c04007