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How do I set up online banking?

Updated: May 31, 2011
Article ID: HOW15532
  1. Go to the Banking menu:
    • QuickBooks 2008 or later: click Online Banking, and then click Set Up Account for Online Access.
    • QuickBooks 2006 and earlier: click Set Up Online, and then click Setup Account for Online Access.
  2. A message appears telling you that QuickBooks must close all windows. Click Yes.
  3. Follow the onscreen instructions in the Online Banking Setup Interview window.

    4. For detailed instructions on setting up online banking, search the in-product Help for online banking.




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