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.