Setting up Accounts for Online Banking in Quickbooks

You can set up account online in QuickBooks to easily and efficiently access your account information without going to the bank. You can integrate Online Banking with QuickBooks and directly make payment and transfer funds faster, and more efficiently.

To do this, open QuickBooks software and choose Banking, then choose Online Banking, then click on Set up Account for Online Services.

Choose the account on your system that you want to connect to the bank from the drop down list and then click Next. then click Direct Connect and then click NextSelect Yes, my account has been activated for QuickBooks online services and then click on Next.

Sign in by entering your Customer ID, which is you online banking online ID and your Password or your online banking passcode.

Select the account you want consolidate with your QuickBooks software. QuickBooks then will connect securely to the banks server to download the bank data for the selected account.

Click Finish after completing the download. This completes your integrates Online banking with your QuickBooks software.

You may choose to download statements from your financial institution by logging into your Online banking center by choosing the account you wish to download, then click on “Send/Receive Transactions”.

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