How to Bank Online With QuickBooks
QuickBooks is a wonderful accounting tool for any business big or small. It can also be used at home for personal use. It can be directly tied to your bank account and give 24-hour access to bank balances and transactions. It can be used to set up bill payments or to transfer money between accounts. There are endless possibilities with this software.
Things you’ll need:
- QuickBooks software
- Computer
- Go to the QuickBooks website online to find out if your financial institution offers online banking with QuickBooks. Under the banking section on their website you will find a list with financial institutions that are QuickBooks friendly. Smaller banks don’t have the capabilities to offer such options yet.
- Install the QuickBooks software on the computer once you know that your bank offers the option to use QuickBooks. Follow the direction prompts during the installation process to properly install the software. Once it is installed you are ready to connect your checking account to the software.
- Locate the banking tab on the main screen of the QuickBooks software. Once that tab has been selected it will give an online banking option. This is where all pertinent information will be entered and sent to your bank for acceptance.
- Check your mailbox because you will receive a welcome letter once it is approved and any other important information that you may need to know from your bank.
- Download your most recent bank information into QuickBooks and you are ready to begin using the software. Navigate the different tabs in the software and explore everything that QuickBooks has to offer.