Refer to this Direct Connect guide for instructions on using QuickBooks’s online account features to save time, improve accuracy, and keep your records up to date. Specifically, we will show you how to download transactions and make online payments with your accounts in the QuickBooks 2008.
This guide includes the following sections:
Information You’ll Need to Get Started - Explains the information you will need to have before downloading transactions with QuickBooks.
Set Up Online Account Access - Explains how to set up transaction download for your QuickBooks account.
Keeping Your QuickBooks Accounts Up-to-Date - Describes how to download transactions on an ongoing basis.
Sending Online Payments - Describes how to make online payments.
Before you enable your QuickBooks accounts to download transactions and make online payments, you will need to contact your financial institution for the following information:
Business Connect ID
Bsuiness Connect Personal Identification Number (PIN) or password
Our bank’s Routing Number, 0910-1709-9
Note: There is no online transaction download capability in QuickBooks Simple Start.
The following steps explain how to enable an existing or new QuickBooks account for transaction download and/or online payment
| Step 1 |
From the menu, choose Banking/Online Banking/Setup Account for Online Access. You may see a message to close all windows. Click Yes. |
| Step 2 |
The Set Up Account for Online Services window appears. Click on the drop down arrow and choose an existing account to add Online Services or choose <Add New>. Select the appropriate account type (Bank Account) that you are setting up for online access and enter account details - at a minimum enter a name for the bank account and click on Save & Close. |
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| Step 3 |
Enter the name of your financial institution, The Business Bank, and click Next. |
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| Step 4 |
Enter your account information to sign in. |
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| Step 5 |
Follow the remaining on-screen instructions to complete the Online Banking Setup process for transaction download and/or online payment. |
| Step 6 |
When the first download completes successfully your account setup is complete.
If your financial institution supports it, check the “Activate Online Bill Payments” if you would like to enable online bill payment with your account.
Click Finish. This will launch the Online Banking Center.
See the next section to learn how to download transactions from your bank. |
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Step A - Select the appropriate financial institution.
Step B - Select a statement from the list to download its transactions.
Step C - After completing your initial Direct Connect download, click to perform additional downloads.
Step D - Select a statement from the list to enter its transactions into your register.
Step E - Click to view your register and review your downloaded transactions. |
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| Step 1 |
From the QuickBooks Banking menu, choose Online Banking/Online Banking Center. |
| Step 2 |
In the Online Banking Center, select a financial institution from the Financial Institution list box. (See A in the figure above.) |
| Step 3 |
In the Items to Send area, click the desired statement and then click Go Online. (See B & C in the figure above.) |
| Step 4 |
Enter your password and follow the on-screen instructions to complete your download. |
| Step 5 |
In the Items Received From Financial Institution area, click the desired statement and then click View (See D & E above). The Downloaded Transactions window appears below the account register. (See figure next page) |
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| Step 6 |
From the list in the Downloaded Transactions window, choose a transaction to add to the register and then click Add One to Register. Use the Add Multiple... button to add all transactions that have a recognized payee and associated account. |
| Step 7 |
Follow the on-screen prompts to perform the desired activities. You will have the opportunity to create an alias for an unrecognized payee. Aliased payees are automatically renamed at each download. |
| Step 8 |
When the transaction appears in the register, choose an account for the transaction from the Account drop-down list and then click Record. |
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