It's easy to use the Online Banking service within QuickBooks.
If you are a first time user, setting up QuickBooks for online access with your financial insitution (e.g., banks, credit cards, credit unions) is easy. Our short step-by-step wizard will guide you through the process. In most cases, all you'll need is your user login and password, so you can get up and running quickly in just a few steps.
To use Online Banking in QuickBooks, go to the Banking menu, select "Online Banking", and then "Set Up Account for Online Services."
To use Online Banking in QuickBooks, go to the Banking menu, select "Online Banking", and then "Online Banking Center."
Download statements from your financial institution by visiting the Online Banking Center, selecting your financial institution, checking off the account(s) you wish to download, and then clicking "Send/Receive Transactions."
Once you've downloaded your transactions, simply match them to your records and easily reconcile your account.
You can transfer funds online between any two accounts at the same financial institution.
To transfer funds online, go to the Online Banking Center, select "Transfer Funds", and then select the "Online Funds Transfer" checkbox. Then send your transfer from the Online Banking Center in QuickBooks.
Write checks or pay bills as you normally would in QuickBooks. Select "Online Bank Payment" and choose the date when you'd like the payment to be delivered (allow up to 4 days to process). Then send your payments from the Online Banking Center within QuickBooks, and the payments will be made by the delivery date. It's that easy!
Start Now - To see if your current financial institution is supported, see our list of participating financial institutions.
Check out the list of supporting financial institutions to see if your financial institution (e.g., banks, credit cards, credit unions) supports Online Banking with QuickBooks.
If your financial institution does not offer Online Banking with QuickBooks, you can still pay bills online using QuickBooks Bill Pay. You may also want to contact your financial institution to ask if they will consider offering the services you want.
Please note that every month, we add support for new banks, credit cards and credit unions. Please check back regularly, as we may be adding your financial institution soon!
The cost of Online Banking services varies by financial institution. You should contact your financial institution directly or refer to their published information to determine the cost of this service.
You need a bank or credit card account at a financial institution that offers online banking with QuickBooks, an Internet connection, and a version of QuickBooks that supports online banking:
Protecting the privacy and security of your financial information is our top priority. Intuit software products, including Quicken and QuickBooks, protect your transactions with multiple layers of security so you can bank online with confidence.
QuickBooks Security
QuickBooks online financial features take advantage of state-of-the-art encryption and authentication technologies, including Secure Sockets Layer (SSL), digital certificates and RSA encryption to protect the security and privacy of your financial information. Internet security is supported by addressing four key security objectives: Authentication, Privacy, Integrity and Transaction Confirmation/Monitoring.
Authentication, which requires the use of a personal identification number (PIN) and a customer ID number when a user accesses his or her account or sends payment instructions or other information to a financial institution or processor. This is supported by the use of digital certificate technology provided by VeriSign, the leading online certificate authority. No one at Intuit or your financial institution has access to your PIN.
Privacy, to ensure that only the intended audience can read a message or access data. SSL and RSA combine to provide message encryption while communicating online to maximize the security of your data. Additionally, QuickBooks allows you to use a password feature to ensure that only people with the correct password have access to your financial information.
Integrity, to ensure the message received has not been altered after it left the sender. Message integrity is provided jointly by SSL and RSA security technology.
Transaction Confirmation/Monitoring, provided in QuickBooks, displays a list of instructions to be sent to your financial institution before going online and provides a record of all completed transactions. This allows you to delete any instructions you do not recognize or notify your financial institution.
To ensure that only the intended audience can read a message or access data, Secure Sockets Layer (SSL) protocol and RSA Security Inc. encryption combine to provide message encryption while communicating online to maximize the security of your data. Additionally, QuickBooks requires you to enter in your password to ensure that only people with the correct password have access to your financial information.
Start Now - To see if your current financial institution is supported, see our list of participating financial institutions.