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Chapter 11. Using QuickBooks Online > Activating Your Online Bank Account

Activating Your Online Bank Account

The first stop in using online banking services is getting access to a bank that provides the services you need. After you've opened a bank account and established online privileges, you're ready to put QuickBooks to work. You'll be able to access your bank account directly from your QuickBooks program. These steps show you how to initiate the QuickBooks online banking feature.

Activate Your Online Bank Account

Select Setup Online Financial Services from the Banking menu; then select Setup Account For Online Access from the side menu.

Make sure the Enable Accounts tab is selected; then click Next.

Enter your bank name or select My Financial Institution Is Not On This List to bring up a list of financial institutions recognized by QuickBooks from which you can select your bank.

Click Next.

Click Yes to enable additional accounts.

Click Next.

Indicate the name of the account you will use for online services.

Click Next.

Enter the type of account.

Enter the account number.

Check the boxes to indicate which type of online services you will use with this account.

Click Next.

Click Leave.


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