Bank Online

Download online account balances and transactions from your financial institution into Office Accounting.

Key Benefits

  • Easy to use:
    Set up your online banking connection using a simple Online Banking wizard
  • Save time:
    Automatically download transactions from your bank account and match them with entries in Office Accounting.
  • Reduce data entry:
    Avoid data entry errors by importing your data directly into Office Accounting.

  How to Get Started:

  • Launch Office Accounting.
  • Go to the Banking menu on the top navigation bar.
  • Select “Bank Online” and click “Set Up Online Banking”.
  • Follow the instructions on the web page that follows.

Screenshot


Features

 Included
Setup Wizard: Get started in minutes with an easy step-by-step guide. ✔
Download transactions: Office Accounting automatically downloads your bank account transactions into your general ledger. ✔
Match downloaded transactions: After you download transactions from your online account, match downloaded transactions to entries in your account register. ✔
Transfer funds between online accounts: If you have multiple accounts at your financial institution, easily transfer funds between bank accounts from within Office Accounting ✔
Pay bills online: If your financial institution supports online bill payment, you can easily pay bills from within Office Accounting. ✔
Import Microsoft Money .ofx Bank Files: If your financial institution offers Microsoft Money .ofx bank files for download then you can import these directly into Office Accounting so you can avoid manual data entry.* ✔
* Please note: Office Accounting does not support .qif file imports.