If you don't see your financial institution name when setting up access to your online banking account:
A financial institution may offer online services in different ways or at different costs in different areas. Usually, the options represent geographical areas. Select the option that best represents your location. If you are not sure, contact your financial institution.
If you're having trouble setting up Direct Connect, use this checklist:
If you complete this list and you still can't get Direct Connect to work, you can using Web Connect if your financial institution supports it.
After you convert the file to QuickBooks for Mac, you must set up your online banking again within QuickBooks for Mac. You can use either Web Connect or Direct Connect.
You're .qbo file may be corrupted. Return to your financial institution's website and download the .qbo file again, then choose File > Import from Web Connect to import the new file into QuickBooks.
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