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  #1  
June 4th, 2016, 02:40 PM
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Bank Of America Qb Web Connector

Hello sir is there any one can tell me how to set a Qb Web Connector of Bank of America? Can any one provide me procedure for bank of America Qb Web Connector?
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  #2  
June 4th, 2016, 03:45 PM
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Join Date: Mar 2012
Re: Bank Of America Qb Web Connector

All bank of America online customers can use Web Connect to download your banking transactions into basic software or QuickBooks and manage their finances offline.

Adding the Account Management service allows you to perform all your Online Banking tasks—including payments and transfers—directly in QuickBooks

Process to set Qb Web Connector of Bank of America:

Open your QuickBooks software in your mobile and choose Banking > Online Banking > Set Up Account for Online Services.

Select your QuickBooks® account that will connect to Bank of America from the dropdown menu and click Next.

Choose Bank of America from the dropdown menu and click Next.

Select the Direct Connect option and click Next.

Select Yes, my account has been activated for QuickBooks® online services and click Next.

Enter the Customer ID (your Online Banking Online ID) and Password (your Online Banking Passcode) and click Sign In.
At last finish it

Process to access your banking transactions with Web Connect:

While signed in to Online Banking, navigate to the Activity tab for your account and select the Download link.
From the dropdown menu provided, select the Transaction period for the transactions you wish to download.
For the Choose File Type option, select Web Connect for QuickBooks® then click Download Transactions to save the file to your computer.
Open your QuickBooks® software and choose Banking > Online Banking > Import Web Connect File to upload your transaction file.


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