When you go online, to County Bank’s
Internet Banking Web site and tell it to send an to QuickBooks. QuickBooks
receives the statement, it displays it in the
To do this task
1. If you have a dial-up Internet connection, connect to the Internet as you usually would.
§ Dial-up Internet connection: You use a modem to connect to the Internet through a standard telephone line. You probably have a dial-up connection if your computer dials a phone number before it connects to the Internet. Many home connections are dial-up.
§ Direct Internet connection: Your computer is always connected to the Internet and you don't have to do anything to access it. Direct connections can include Local Area Networks (LANs), cable modems, DSL modems, ISDN connections, and wireless connections. Many business connections are direct.
2. Open the Online Banking Center.
3. Click the Financial Institution drop-down arrow and then click on County Bank.
4. Click the Go Online button.
QuickBooks opens a Web browser and connects
5. Log on to the Web site using the information from your financial institution.
6. Use the Web site to download an electronic statement to QuickBooks.
What if I'm asked whether to open or save a .QBO file?
7. If this is the first time you have downloaded a statement or if you download a statement for a new account, map the account at the financial institution to one in QuickBooks.
When QuickBooks finishes processing the
statement, it appears in the Items Received list in the
This is the first time I'm going online
you go online for the first time:
When you go online for the first time:
§ Leave all requests for electronic statements in the Items to Send list checked. The statements you download will cover up to the last 90 days (depending on your financial institution).
§ Use the password provided by County Bank when the Web site asks for it. You may be asked to change it.
§ Look closely at the transactions in the downloaded statement to make sure they transferred the way you expected them to and appear in the right account in QuickBooks.