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1 QuickBooks Mac 2014 Getting Started Guide Financial Institution Support - OFX Connectivity Group 2 Table of Contents QUICKBOOKS 2014 FOR MAC GETTING STARTED GUIDE. 3 ABOUT THIS GUIDE. 3 QUICKBOOKS 2014 DOWNLOADED TRANSACTIONS INTERFACE. 3 WHAT YOU NEED TO GET STARTED. 4 SET UP AN ACCOUNT FOR ONLINE BANKING (DIRECT CONNECT).

4 SET UP AN ACCOUNT FOR ONLINE BANKING (WEB CONNECT). 6 UPDATING ACCOUNTS. 8 UPDATING AN ACCOUNT (DIRECT CONNECT). 8 UPDATING AN ACCOUNT (WEB CONNECT) SPECIAL NOTE 1: MATCHING AND ADDING TRANSACTIONS MATCH DOWNLOADED TRANSACTIONS SPECIAL NOTE 2: OTHER RESOURCES RESOURCES FOR MORE INFORMATION OCG: QuickBooks 2014 for Mac GSG Page 2 of 12. 3 QuickBooks 2014 for Mac Getting Started Guide Thank you for choosing QuickBooks!

About this Guide This guide helps you get started with QuickBooks as quickly as possible. You ll learn: What you will need to get started How to set up an account for online banking (Direct Connect) How to set up an account for online banking (Web Connect) How to update an account (Direct Connect) How to update an account (Web Connect) QuickBooks 2014 Downloaded Transactions Interface The QuickBooks 2014 Online Banking center is a one-stop-shop to download your online banking activity and match transactions. Reinstall avast safe zone browser. 5 Set Up an Account for Online Banking (Direct Connect) Note: For more information on Direct Connect setup, please see: 1. Choose the Banking menu > Online Banking Setup.

Enter the name of the financial institution. Choose your financial institution and click Next. Follow the instructions in the wizard.

Best rts games for pc. If prompted for connectivity type, select Direct Connect. The Online Banking Assistant window displays during setup. Select Yes, my account has been activated for QuickBooks online services, then click Next. Enter credentials and click Sign In. For each account you wish to download into QuickBooks, click Select an Account to connect to the appropriate existing account register.

Click Next and then click Done. OCG: QuickBooks 2014 for Mac GSG Page 5 of 12. 6 Set Up an Account for Online Banking (Web Connect) Note: For more information on Web Connect setup, please see: 1. Log in to your financial institution s (FI s) web site. 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. Please make note of this location for the next steps. Open QuickBooks and your Company file, then choose the Banking menu > Downloaded Transactions > Import File. You will then see an import dialog. 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 information.