Quick Start: Bank online

If your bank or financial institution supports online banking and is listed in the Set Up Online Banking wizard, you can set up your bank accounts in Microsoft Office Accounting 2008 for online banking. With online banking, you can pay bills and transfer funds online or download transactions from your bank into Office Accounting 2008.

Understanding online banking options

Banks offer two kinds of online banking:

  • Two-way banking     Some banks offer two-way banking (direct connect), which enables you to pay bills and transfer funds from Accounting 2008 and to download transactions directly into Accounting 2008.

  • One-way banking     Some banks offer a one-way relationship (Web connect), which enables you to log on and download bank transactions from the bank's Web site.

The type of relationship that a bank offers determines the pages that open in the Set Up Online Banking wizard.

Before you begin

Before you begin, work with your bank or other financial institution to set up an online account, including a secure user name and password. You can use an existing account or you can add a new account to Accounting 2008. You will also need an active Internet connection when setting up online banking.

Set up online banking

The Set Up Online Banking wizard makes it easy to set up online banking. To start the wizard and set up online banking, do the following:

  1. On the Banking menu, point to Bank Online, and then click Set Up Online Banking.

  2. Follow the instructions in the Set Up Online Banking wizard.

    Note: Refer to the Set Up Online Banking Wizard: options and information topic in Accounting 2008 Help for more information.

  3. When you are finished, click Finish.

For additional information

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