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