This information is provided to assist you in supporting your customers through the account setup process for online banking. For more detailed information, access each products Help system by selecting the Help menu and searching for Getting Started.
| Quicken for Windows-Banking |
Quicken for Windows-Investing |
Quicken for Mac-Banking |
Quicken for Mac-Investing |
QuickBooks Windows |
Account Info
2006 |
2007 - 2008 |
2009
No Account Info
2006 |
2007 - 2008 |
2009 |
Account Info
2006 |
2007 - 2008 |
2009
No Account Info
2006 - 2007 |
2009 |
Account Info
2006 | 2007
No Account Info
2006 - 2007 |
Account Info
2006 | 2007 |
Direct Connect only FI
2006 - 2007 |
2008
Direct Connect & Web Connect FI
2008
|
| Quicken for Windows-Banking |
Quicken for Windows-Investing |
Quicken for Mac |
QuickBooks for Windows |
QuickBooks for Mac |
2005 - 2006
2007 - 2008
2009 |
2006
2007 - 2008
2009 |
2006 | 2007
|
2006 - 2008 |
2006 - 2007 |
Note: Account Info is a technical feature which, when enabled on your financial institution's OFX server, will provide every online account and its associated account information to your customers once they enter their ID and PIN. This greatly reduces manual entry errors when setting up accounts.
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