![]() ![]() The Online Banking Assistant window displays during setup. For each account you wish to download into QuickBooks, click Select an Account to connect to the appropriate existing account register.Set Up an Account for Online Banking (Web Connect) Select Yes, my account has been activated for QuickBooks online services, then click Next. Log in to your financial institution’s (FI’s) web site. Download your transactions according to your financial institution’s instructions.You will need to select the download type for QuickBooks, such as “QuickBooks Web Connect (*.QBO).”NOTE: The Mac operating system should save the file to a default location. Please make note of this location for the next steps. Personal Identification Number (PIN) or passwordNOTE: For QuickBooks Web Connect accounts, use the same customer ID and PIN/password as your financial institution website. For Direct Connect, they may be different. ![]() Please contact your financial institution to verify your Direct Connect login information. Backup Your QuickBooks Data File.For backup instructions, choose the Help menu and use the Search bar available at the top. Search for Back Up and follow the instructions on screen. #Add A Bank Account To Quickbooks Update Only The#.
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