How do I set up QuickBooks® 2008 to work with SunTrust?

This article assumes that you have an account set up in QuickBooks. For more information on how to create an account in QuickBooks, go to How do I create an account in QuickBooks® 2008?

To set up QuickBooks® 2008 to work with SunTrust, perform the following steps:

1. From the Banking menu, select Online Banking, and then click Setup Account for Online Access.

2. From Select the QuickBooks account you want to connect to your Financial Institution, within the Select your QuickBooks account drop-down menu, click to select an account, and then click Next.

3. From Select the Financial Institution for this account, within the Enter the name of your Financial Institution drop-down menu, click to select SunTrust Bank, and then click Next.

4. From How do you want to connect to SunTrust Bank, click to select Direct Connect or Web Connect, and then click Next.

5. From Special QuickBooks SunTrust Password Required by SunTrust Bank, click to select I have my special QuickBooks online services SunTrust Password or I need to contact my bank to request my QuickBooks online services SunTrust Password, and then click Next.

If you select I need to contact my bank to request my QuickBooks online services SunTrust Password, you can view SunTrust Bank's contact information by clicking Next.

6. From Sign in to SunTrust Bank, within the Customer ID, Password, and Confirm Password text boxes, enter your information, and then click Sign In.

7. From Enter Required Account Information, within the Account Type drop-down menu, click to select an account type. Within the Account Number and Routing Number text boxes, enter the required information for the account you are accessing, and then click Next.

QuickBooks connects to SunTrust Bank, and updates the account information.

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