training - quickbooks direct connect citnew (1) (002)
TRANSCRIPT
QuickBooks – Direct Connect How to Connect QuickBooks to Q2 for Windows
External 02/17/2021
©2021 CIT Group Inc. All rights reserved. CIT and the CIT logo are registered trademarks of CIT Group Inc. Deposit and loan products are offered through CIT Bank, N.A., the FDIC-insured national bank subsidiary of CIT Group Inc.
QuickBooks Direct-Connect How to Connect QuickBooks to Q2 for Windows
QuickBooks Direct Connect – How to Connect to QuickBooks to Q2 for Windows 1
Purpose of this document: To establish direct connect function via QuickBooks to CIT Commercial Online Banking platform.
New Customer Direct Connect Enrollment
1. Choose the Lists menu > Chart of Accounts.
2. Choose the Banking menu > Bank Feeds > Set Up Bank Feed for an Account.
QuickBooks Direct-Connect How to Connect QuickBooks to Q2 for Windows
QuickBooks Direct Connect – How to Connect to QuickBooks to Q2 for Windows 2
3. Temporarily Close All Windows select Yes.
4. Downloading Data message will display.
5. Step 1: Enter bank’s name – CIT Branch CAB Commercial.
QuickBooks Direct-Connect How to Connect QuickBooks to Q2 for Windows
QuickBooks Direct Connect – How to Connect to QuickBooks to Q2 for Windows 3
6. Enroll in Direct Connect click continue.
7. Enter CIT Credentials (PIN is password) and click Connect.
QuickBooks Direct-Connect How to Connect QuickBooks to Q2 for Windows
QuickBooks Direct Connect – How to Connect to QuickBooks to Q2 for Windows 4
8. Choose CIT account and click Connect.
9. What’s NEXT? Choose Download your transactions from Bank Feeds.
QuickBooks Direct-Connect How to Connect QuickBooks to Q2 for Windows
QuickBooks Direct Connect – How to Connect to QuickBooks to Q2 for Windows 5
10. Enter your PIN Password > This CIT login password.
11. Online Transaction Summary – Transactions are now downloaded click Close.