Not all financial institutions support both services. Be sure the representative is clear about which service you want to use. With Web Connect, you download a file manually from the financial institution’s website. With Direct Connect, QuickBooks needs more information to access your online banking account automatically. The customer service representative at your financial institution may be giving you instruction on using Direct Connect when you using Web Connect or the other way around. Customer service at my financial institution is telling me to enter information that isn’t in QuickBooks.If you are not sure, contact your financial institution. Select the option that best represents your location. Usually, the options represent geographical areas. What if I don’t know where my account is held? A financial institution may offer online services in different ways or at different costs in different areas.You must be online for the list to be updated. To get to most recent list, quit QuickBooks and open it again. QuickBooks updates the list of financial institutions once a day.Choose QuickBooks > Check for QuickBooks Updates. Be sure you have the most recent version of QuickBooks.Use the search field in the top right corner of the Online Banking Assistant.For example, the formal name of BofA is Bank of America. Be sure to look for the formal name of the bank.
Check for typos in the name you entered.Be sure your financial institution supports online banking with Quickbooks.If you have the “Select the financial institution” window open, click Cancel and reopen the window to refresh the list.
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