Choose your financial institution and click Next.Enter the name of your financial institution.Choose Banking menu > Online Banking Setup.Set Up an Account for Online Banking (Direct Connect) Search for Update QuickBooks, select Check For QuickBooks Updates, and follow the instructions. Download the latest QuickBooks update.For update instructions, choose the Help menu and use the Search bar available at the top.The first time you do a backup, QuickBooks will guide you through setting backup preferences.
Search for Back Up and follow the instructions on screen. Please contact your financial institution to verify your Direct Connect login information. For Direct Connect, they may be different. NOTE: For QuickBooks Web Connect accounts, use the same customer ID and PIN/password as your financial institution website.