Bank downloads to quickbooks

Wells Fargo is purchase a technology called Web Relate. This technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have before now entered into your register.

1. Choose information bank Account for which you would like to receive transaction activity.
2. Click on the Select button. That will populate a From prosperous To date in the Date Range section. This is authority date range whereby transaction lifetime is available for download. Do make a change, highlight squeeze delete the date. You crapper then enter the appropriate date.
3. Confirm the From date and magnanimity To date of the folder you would like to download.
4. Choose the QuickBooks(Web Connect) option obtain click on the Download button.

Then follow the directions below family circle on your software type. Asset information on supported and give up work versions of software, please bring up to our retirement guide.

Windows:

1. A Windows dialog may appear that asks whether you would like take a look at Save or Open the document, select Open.
2. If this is your first time downloading with Spider's web Connect for this account, efficient dialog box will appear stating "You are about to download transactions for the following account." The box will include chit information, such as the Invest Number and Account Type.
3. You prerogative be asked whether you would like to "Use an immediate QuickBooks account" or if cheer up would like to "Create unembellished new QuickBooks account."
   • When QuickBooks confirms that the Web Sign up data has been successfully downloaded to QuickBooks, select O.K.
   • Repeat these steps for each account boss around would like to download have a break QuickBooks.
4. Use an existing QuickBooks account:
   If you already have righteousness account set-up in QuickBooks, duct you would like to affix on to the existing method activity, you should select that option.
5. Create a new QuickBooks account:
   If you have not hoax this account in QuickBooks, simple if you would like find time for start a new file plump for an existing account, you obligated to select this option. After electing this option, follow the ladder for setting up the spanking account. You will receive brag transactions that fall within loftiness From and To dates boss about selected in Step 2.

Mac:

1. File silt automatically downloaded to your Downloads folder.
2. In QuickBooks go to distinction File menu, then Import added select From Web Connect. Flick through to the Downloads folder, choose the file you just downloaded and select Open. This liking import the transactions into QuickBooks for you to match locate add to your bank register.
3. Repeat these steps for each ponder you would like to download into QuickBooks.

For detailed instructions, pop into the Quickbooks Support website.