Archive - How can I setup Online Banking?

This is an archived document. Please refer to the more recent knowledge base articles on this page

You can find out if your bank support Direct Connect in this article, with instructions for how to proceed.

If you have confirmed your financial institution supports Direct Connect access, you can follow these steps to get online banking setup -

Create or choose an account. (To create an account, in the menu bar go to Account --> New Account)

Open the transaction register.

From the menu bar at the top of the screen select Online → Set Up Online Banking.

Select "New Connection".

Select your bank from the list. Type your bank's name in the box at the top to more easily search through the list.

Follow the on-screen instructions from here. Please note, many banks will require you to enable your account for direct connections. You can find instructions for doing so in this article.

After successfully connecting to an institution once, that institution will appear in the Online drop-down menu.