Quickbooks 2016 for mac download credit card transactions

#Quickbooks 2016 for mac download credit card transactions update#

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)

#Quickbooks 2016 for mac download credit card transactions update#

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 windowД«efore 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:.