Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to...

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Transcript of Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to...

Page 1: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America
Page 2: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America
Page 3: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America
Page 4: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

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Help QuickBooks Help Online Banking Modes Online

Banking Modes overview

Page 5: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

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Page 6: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

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Page 7: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

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Page 8: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

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4. Banking Bank Feeds Import Web Connect File

5. Open

6. Use an Existing QuickBooks Account

7. Continue

8. OK

Page 9: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

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File > Utilities > Import > Web Connect file

Open

1. Banking Bank Feeds Bank Feeds Center

Transaction List

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Bank Feeds Center window

1. Banking Bank Feeds Bank Feeds Center

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3. Download Transactions

Page 10: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

1. Banking Bank Feeds Bank Feeds Center

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3. Refresh Account

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Banking Bank Feeds Import

Web Connect File

Open

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Utilities Import Web Connect file

Open

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Page 11: Getting Started Guide for QuickBooks 2017 · Step 2: Connect Bank of America-All Other States to QuickBooks Fees will apply. Want more options? Use Advanced Setup. Bank of America

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7. Banking Bank Feeds Bank Feeds Center

Transaction List

1. Banking Bank Feeds Change Bank Feeds Mode

2. Express Mode Classic Mode

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