Wells Fargo Getting Started with Transaction Download for QuickBooks for Mac

This guide contains useful tips to help you start downloading … Wells Fargo Step 1 In the menu, choose Banking> Online Banking Setup. Free ….

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Getting Started with Transaction Download for QuickBooks for Mac

  • Step 1 From the menu, choose Banking > Online Banking Setup.
  • Step 2 Select Wells Fargo as your financial institution from the drop down list.
  • Step 3 On My account is held at section, select Wells Fargo Direct Connect
  • Step 4 Select Yes I have my Wells Fargo PIN and click Next.
  • Step 5 Enter your Customer ID and Password and click Sign In.
  • Step 6 If the login is successful you will be shown a list of accounts that are available for
  • Step 7 When the first download completes successfully your account setup is complete.
  • Step 8 Click Align Windows to open the appropriate Register
  • Step 9 Select each downloaded transaction and click Add One to Register
  • Step 10 Once all downloaded transactions have been matched you can safely remove
Download Wells Fargo Getting Started with Transaction Download for QuickBooks for Mac pdf from www.wellsfargo.com, 6 pages, -KB.