QuickBooks for Mac 2014 User’s Guide 166
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.
You have completed setting up Direct Connect and can now update your register.
Online Banking Tips and Troubleshooting
Here some tips to help you fix the most common problems with online banking in QuickBooks.
Setting up online banking
• What do I do if my financial institution is not listed?
If you don't see your financial institution name when setting up access to your online banking account:
o If you have the “Select the financial institution” window open, click Cancel and reopen the window to
refresh the list.
o Be sure your financial institution supports online banking with QuickBooks.
o Check for typos in the name you entered.
o Be sure to look for the formal name of the bank. For example, the formal name of WaMu is Washington
Mutual.
o Use the search field in the top right corner of the Online Banking Assistant.
o Be sure you have the most recent version of QuickBooks. Choose QuickBooks > Check for QuickBooks
Updates.
o QuickBooks updates the list of financial institutions once a day. To get to most recent list, quit QuickBooks
and open it again. You must be online for the list to be updated.
• What if I don't know where my account is held?
A financial institution may offer online services in different ways or at different costs in different areas. Usually,
the options represent geographical areas. Select the option that best represents your location. If you are not
sure, contact your financial institution.
• Customer service at my financial institution is telling me to enter information that isn't in QuickBooks.
The customer service representative at your financial institution may be giving you instruction on using Direct
Connect when you using Web Connect or the other way around. With Direct Connect, QuickBooks needs more
information to access your online banking account automatically. With Web Connect, you download a file
To Next Page
Loading...