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. Backup Your QuickBooks Data File.For backup instructions, choose the Help menu and use the Search bar available at the top.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. Personal Identification Number (PIN) or password.Schedule An Appointment External link opens in a new windowīefore you enable your QuickBooks accounts to download transactions and make online payments, you may need to contact your financial institution (FI) for the following information:.
