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Business Advantage

Online Banking in QuickBooks®

Online Banking users can use Web Connect to easily and efficiently access account information for managing finances offline.

How to access your banking transactions with Web Connect

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

How to integrate Online Banking in QuickBooks® with Direct Connect

Account Management users can integrate Online Banking with QuickBooks® with Direct Connect and make payments and transfer funds directly in QuickBooks® for fast, efficient account management.

  1. Open your QuickBooks® software and choose Banking > Online Banking > Set Up Account for Online Services.
  2. Select your QuickBooks® account that will connect to Bank of America from the dropdown menu and click Next.
  3. Choose Bank of America from the dropdown menu and click Next.
  4. Select the Direct Connect option and click Next.
  5. Select Yes, my account has been activated for QuickBooks® online services and click Next.
  6. Enter the Customer ID (your Online Banking Online ID) and Password (your Online Banking Passcode) and click Sign In.
  7. Select the account you want to integrate into your QuickBooks® software. QuickBooks® will connect securely to our server to download bank data for the selected account.
  8. Click Finish after the download completes. You have successfully integrated Online Banking with your QuickBooks® software.

Web Connect

Web Connect functionality automatically enters transactions and updates balances when you sign in to Online Banking and initiate a download of a certain transaction period. The downloaded transactions are then uploaded into your QuickBooks® software manually.

Direct Connect

Direct Connect refers to the 2-way connectivity between Bank of America and your QuickBooks® software. Direct Connect allows you to access your account information, pay bills and transfer money from within QuickBooks®.

Sign in to Small Business Online Banking to enroll in .

Account Management

Perform all your online banking tasks directly within QuickBooks®.

Sign up now for Account Management