Having trouble setting up online banking

sbmeadows's Avatar

sbmeadows

18 Oct, 2016 12:18 PM

I bought MD yesterday and am trying to set up online banking. I believe I created accounts properly. When I go to the Online tab the only active drop down button is "Download all Accounts", which is impossible to do until I set up Online banking. The other buttons below are not active. The attached screen shot shows the inactive buttons under the Online tab. I have looked through the manual and discussion topics and can't figure out how set up online banking. Any suggestions?

thanks

  1. 1 Posted by TonyRI on 18 Oct, 2016 02:59 PM

    TonyRI's Avatar

    Hi sbmeadows,

    Click on the account that you want to set up first, then go to the online menu.

    Here is a Knowledge Base article with additional instructions:

    http://help.infinitekind.com/kb/program-basics/can-i-automatically-...

    Regards,

    Tony

  2. System closed this discussion on 17 Jan, 2017 03:00 PM.

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