Web Connect will require a log-in through your bank account’s website each time you want to download the transactions. The Direct Connect option allows a more persistent connection that can save time. The two options are Web Connect and Direct Connect. On the next screen, we need to give QuickBooks some instruction on how to perform the synchronization between your bank and your QuickBooks file. Once we find our bank, select it, and click next. To quickly navigate to that item, we use the search bar and begin typing in the name of our bank. For my example, I’m using Bank of America.
How you use this page may vary slightly because I don’t expect you to use the same bank and credit card.
To begin, I’ll start by clicking Banking at the top of my screen and then click Online Banking Setup.Ĭlicking that menu-item will now bring up a screen titled Online Banking Assistant. In today’s blog post, I’m going to take my Bank of America – Alaska Airlines Credit Card and download all of the transactions to my QuickBooks 2019 for Mac file.
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