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QuickBooks

 
The following steps explain how to activate your existing QuickBooks account(s) or create one or more new QuickBooks accounts for Web Connect online access.


First Time QuickBooks Connection 

  1. Connecting your account to QuickBook.

    Step 1: Log on to your CSB Online Banking account.
    Step 2: Click on the "History Button" on left menu.
    Step 3: Click on the "Download" button in middle of page.
    Step 4: Choose the appropriate account.
    Step 5: Choose the Download Format to "Web-Connect QuickBooks". click "Download" button.
    Step 6: Select Open from the File Download dialog box. 
     
  2. A dialog box appears that asks whether you want to process transactions now or save them for later processing. Click the "Have QuickBooks process these transactions now" radio button to continue.
  3. The Select Bank Account dialog box appears.
  4. Click the "Use an existing QuickBooks account" radio button and select an account from the drop-down list, or click the "Create a new QuickBooks account" radio button and type a name for the account, and then click Continue.
  5. When QuickBooks confirms that your Web Connect data has been successfully read into QuickBooks, click OK.
Your first download is complete.  Repeat 1-5 for additional accounts.
 
 

Keeping Your QuickBooks Accounts Up-to-Date

From the Online Banking Center, you can download transactions, view a summary of your transactions, and enter downloaded transactions into a QuickBooks register.

From the QuickBooks Banking menu, choose Online Banking Center.
  1. In the Online Banking Center (in QuickBooks), select a financial institution from the Financial Institution list box.
  2. In the Items to Send area, click the desired statement and then click Go Online.
  3. When your financial institution's website appears, follow the instructions on the website to download your transactions into QuickBooks.
  4. In the Items Received From Financial Institution area, click the desired statement and then click View. The Match Transactions window appears.
  5. In the Match Transactions window, check the Show Register check box.
  6. From the list at the bottom of the Match Transactions window, choose a transaction to add to the register and then click Add to Register.
  7. Follow the on-screen prompts to perform the desired activities.
  8. When the transaction appears in the register, choose an account for the transaction from the Account drop-down list and then click Record.