Product Features

• Runs customizable reports
• Tracks goods and services through the entire supply chain
• Transfers funds online between accounts
• Pays bills online

Product Benefits

• Provides more insight into business finances
• Helps your business make smarter decisions

Enrollment

To enroll for Banking Online with QuickBooks^®, complete and submit the Banking Online Enrollment Form.

Enroll Now

Setting Up Banking Online with QuickBooks^®

In order to access your Trust Standard Bank account(s) via QuickBooks, you must:

1. Enroll in Business Banking Online and complete the security enrollment process
2. Be granted the appropriate user entitlements by a business administrator
3. Install QuickBooks and configure the software to connect to your Trust Standard Bank account(s)

The configuration instructions are different for each version of QuickBooks. We support the current versions (those introduced within the last two years) of QuickBooks for Windows and QuickBooks for MAC.

When installing QuickBooks for the first time, the easy to follow software wizard will guide you through the setup.

If you have been using QuickBooks and now wish to set up online access, go to your online bank account check register and select the option for Download Bank Statement. At this point, the software wizard will prompt you for the information needed to set up online access. If you are using QuickBooks for the first time, following the installation of the QuickBooks software you will see a screen titled Welcome to QuickBooks Installation. You will have the option to be taken through the Guided Install Wizard.