Setting up Online Banking in Mac Desktop

It's good to see you here in the Community, edassoc.

Helping you set up your online banking via the QuickBooks Desktop for Mac is my priority. There are two ways to connect your online banking in QuickBooks Desktop for Mac, depending on your financial institution, you can either access your account using Direct Connect (automatic) or WebConnect (manual).

If you're trying to connect using the Direct Connect  feature, you can follow the steps below:

1. To set up accounts for online banking, choose Banking and select Online Banking Setup.
2. Find your bank. In the search field, start typing its name. As you type, QuickBooks displays names that match what you entered.
3. Depending on your bank, you may be presented with options for Direct Connect/Web Connect or Web Connect only.
4. On the Link your Accounts screen, you can choose which bank accounts you can add to QuickBooks. For example, if your bank account has a checking and savings account, you can add just the checking account.
5. After selecting Direct Connect:

• Yes - If you have activated your account for QuickBooks Online Services and choose Next.
• No - If you have not activated your account. You will be directed to the contact information of your FI.

If you choose to connect using the WebConnect feature, you can follow the steps in this article: Set up and use Online Banking (Mac).

The following resources are good references in fixing online banking issues in QuickBooks Desktop for Mac:

• Fix Online Banking
• Bank name is not showing in the Financial Institution (FI) list

Let me know how the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're back to running your normal business processing. All the best!

Like I said, I got to Step 3, and then QuickBooks gave me an error message after I entered my username and password. I cannot move past Step 3 until QB signs on with my username and p/w. I entered them correctly, so I do not why I am receiving this email message. I have attached a screenshot.

Thanks for going through the steps above, @edassoc.

Let's update your QuickBooks Desktop (QBDT) for Mac to the latest release. This will download the latest features that improve the program functionality and fixes known issues. Here's how.

In your QBDT for Mac:

1. Go to the QuickBooks drop-down arrow.
2. Select Check for QuickBooks Update.
3. Click Install Update.
4. Select Install and Relaunch.
5. Once finish, QuickBooks automatically opens.

I got you this article that you can read for more details: Update QuickBooks Desktop for Mac.

You might also want to check to this article that provides detailed information on how to customize your templates: Use and customize form templates.

Let me know in the comment section if there's anything else you need help with. We'll be around to back you. Stay safe.

No. I'm up-to-date.

Thanks for providing us a screenshot and performing the recommended solutions provided by my colleague, edassoc.

You'll encounter this error message when you change your Online Banking password then try to connect in QuickBooks Desktop for Mac. To resolve this, we need to update first your password for Online banking. Then, reset your password for Keychain Access in the Utilities section.

For the detailed steps, please check out this article: Error: Username or password is invalid when connecting to Online Banking in QuickBooks. 

Once done, try connecting your bank account fro Online banking again. Just refer to Set up and use Online Banking (Mac).article for the steps and details. 

I've got a link here that provides you with articles about managing your bank transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Desktop%20for%20Ma....

Keep me in the loop if you need a hand with reconciling your accounts or any QuickBooks related. I'll be here to ensure your success. Keep safe and healthy.