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Before you enable your QuickBooks account for online
access, determine if your
financial institution offers online services:
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From the QuickBooks
Banking menu, choose Online Banking, and select
Available Financial Institutions. (Prior to
QuickBooks 2006: From the QuickBooks Banking menu,
choose Set Up Online Financial Services, and then
choose Online List of Available Financial
Institutions)
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An alphabetized list of
participating financial institutions will appear on
the left side of the Financial Institutions
Directory window. Click a link for a financial
institution to see contact information and list of
supported services.
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If your financial
institution is not listed, you may want to apply for
an account with one of the partner financial
institutions listed. You may also apply for online
bill payment through the QuickBooks Bill Pay
Service, which works with any United States account
with check-writing privileges.
Note: Each
financial institution (not Intuit, Inc.) decides whether
or not it will provide online financial services that
are compatible with QuickBooks.
Next, you will need to apply
for online account access through your participating
financial institution:
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In the Financial
Institutions Directory window (see the steps above),
click the link for your financial institution.
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Click Apply Now on the
right side of the window and follow the
instructions.
After applying, you will
receive a confirmation letter from your financial
institution, usually within 10 business days. Once you
have received this letter, you are ready to enable your
QuickBooks account for online access:
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From the QuickBooks
Banking menu, select Online Banking, then choose
Setup Account for Online Access. (Prior to
QuickBooks 2006: From the Banking menu, choose Set
Up Online Financial Services, and then choose Setup
Account for Online Access)
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In the Online Banking
Setup Interview window, click the Enable Accounts
tab and follow the instructions.
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