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ADDING TRANSACTIONS TO QUICKBOOKS FOR MAC MAC OS
ADDING TRANSACTIONS TO QUICKBOOKS FOR MAC UPDATE

NOTE: You can choose to add your online banking password to your Mac OS Keychain. QuickBooks will open a window to enter the account PIN or password supplied by your financial institution.

ADDING TRANSACTIONS TO QUICKBOOKS FOR MAC UPDATE

Click Download to update only the selected account, or Download All to update all of your accounts activated for online banking.Choose Banking menu > Downloaded Transactions.Click Close to return to the Downloaded Transactions window.When done, click Next at the bottom.You will receive a message that you have successfully set up your accounts.After creating a new account, you may need to click Select an Account again and select the new account.If you do not yet have an account in QuickBooks to connect with, you can select New… as shown below. Click on Select an Account for each account and choose which account in QuickBooks to connect it to.Navigate to and select the file you downloaded in Step 1, then click Open.You will see a dialog like this one, with your FI accounts listed.

Open QuickBooks and your Company file, then choose the Banking menu > Downloaded Transactions > Import File.You will see an import dialog.

Please make note of this location for the next steps. 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.

Set Up an Account for Online Banking (Web Connect)

For each account you wish to download into QuickBooks, click Select an Account to connect to the appropriate existing account register.

Select Yes, my account has been activated for QuickBooks online services, then click Next.

The Online Banking Assistant window displays during setup.

If prompted for connectivity type, select Direct Connect. Follow the instructions in the wizard.Choose your financial institution and click Next.Enter the name of your financial institution.Choose Banking menu > Online Banking Setup.Set Up an Account for Online Banking (Direct Connect) Search for Update QuickBooks, select Check For QuickBooks Updates, and follow the instructions. Download the latest QuickBooks update.For update instructions, choose the Help menu and use the Search bar available at the top.The first time you do a backup, QuickBooks will guide you through setting backup preferences. Search for Back Up and follow the instructions on screen. Backup Your QuickBooks Data File.For backup instructions, choose the Help menu and use the Search bar available at the top.Please contact your financial institution to verify your Direct Connect login information. For Direct Connect, they may be different. NOTE: For QuickBooks Web Connect accounts, use the same customer ID and PIN/password as your financial institution website. Personal Identification Number (PIN) or password.Schedule An Appointment External link opens in a new windowīefore you enable your QuickBooks accounts to download transactions and make online payments, you may need to contact your financial institution (FI) for the following information:.