how to download checking activity from checking acct

Andre Cramer's Avatar

Andre Cramer

16 Sep, 2015 10:50 PM

how to setup with bank of America checking

  1. 1 Posted by Tom Freeman on 29 Sep, 2015 08:25 PM

    Tom Freeman's Avatar

    Here is the FAQ on enabling yu should read first:

    While in your bank account go to online > set-up online banking. An online banking window should appear. Select new connection and a Select a financial institution window should open. Either scroll down or put in the first letters of the bank until your bank appears in the menu. Click on it and select ok. You should see a box that assigns the bank to the appropriate bank account. Click next. You should be prompted for an id and pin. This will either by your banks website ID or Pin or ones assigned to the direct download from the banks site. Enter and press ok. You will be prompted that your connection is established.

    Now to download transactions you will go to online > download online transaction (cntl-d). You will be prompted for your ID and pin. Then your transaction will download.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:00 AM.

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