Training Videos




	Welcome Visitor

Highlights

	Connectivity Methods
	Connectivity Demos
	Connectivity Comp
	How to Get Started
	FAQs

QuickLinks

	FI Call / Newsletter
	Sign Up for Site Tour
	FFIEC Guidance (MFA)
	Express Web Connect
	Marketing Tiers
	Become a FI Partner
	OFX providers
	401(k) Connectivity

Download

	QuickBooks Software
	Quicken Software
	Tools

Support

	Contact FI Support
	Support Roadmap
	Training Videos
	Training Calendar
	Cheat Sheet
	OL KnowledgeBase

Business Track

Technical Track

Audience: Business Contact - Considering Connectivity

Marketing Presentation
		Direct Connect
		Web Connect

User Experience
		Direct Connect
		Web Connect

Audience: Customer Service Representatives (CSRs)

New Support Rep
		Online Troubleshooting (Basic)
		Quicken Navigation (Basic)
		Quicken Download (Banking)

Experienced Support Rep
		Online Troubleshooting
		QuickBooks (2006)
		Quicken Mac (2006)

New Features Demo
		Quicken for Windows 2008 - What's new for Quicken
		QuickBooks 2008 - What's new for Windows

Business Track

Marketing Presentation - Direct Connect

Show Me

15 Minutes

Audience: Business Contact

Video Topics:

	Why online connectivity to Intuit products is a key service for financial institutions and your customers
	Product demo on how Direct Connect download works

(requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)

Marketing Presentation - Web Connect

Show Me

11 Minutes

Audience: Business Contact

Video Topics:

	Why online connectivity to Intuit products is a key service for financial institutions and your customers
	Product demo on how Web Connect download works

(requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)

User Experience - Direct Connect

Show Me

5 Minutes

Audience: Business Contact or New Support Rep

Video Topics:

Product demo on how Direct Connect download works

Watch Direct Connect – Product Demo Only Video

(requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)

User Experience - Web Connect

Show Me

4 Minutes

Audience: Business Contact or New Support Rep

Video Topics:

Product demo on how Web Connect download works

Watch Web Connect – Product Demo Only Video

(requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)

Technical Track - New Support Rep

Online Troubleshooting (Basic)

Audience: New Support Rep

Video Topics:
The Troubleshooting Training Video illustrates how a download works with Intuit products and offers guidance on how to troubleshoot when a customer cannot download successfully.

Important Viewing Tip:

Requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.

	Play Module 1 (11 minutes)	Understanding what’s going on behind the scenes in an online session for both Direct and Web Connect.
	Play Module 2 (10 minutes)	Take full advantage of fi.intuit.com support resources and tools.
	Play Module 3 (15 minutes)	Tour of new Intuit.com knowledgebase and learn troubleshooting techniques to help you resolve online issues more quickly.

Quicken Navigation (Basic)

Show Me

27 Minutes

Audience: New Support Rep

Webinar Topics:

	How to setup a new data file
	Tour of the user interface and major feature areas
	Review new account setup, using registers, managing accounts, and in-product help

Quicken Download (Banking)

Show Me

42 Minutes

Audience: New Support Rep

Webinar Topics:

	How online setup works for Direct Connect and Web Connect
	How to review and accept new transactions
	Changing online settings and other basic troubleshooting

Technical Track - Experienced Support Rep

Online Troubleshooting

Show Me

49 Minutes

Audience: Experienced Support Rep

Webinar Topics:

	Review online errors for both Direct Connect and Web Connect
	Outline the major error types and troubleshooting steps
	Tour major tools and resources on both www.intuit.com/support/quicken and fi.intuit.com

QuickBooks (2006)

Show Me

43 Minutes

Audience: Experienced Support Rep

Webinar Topics:

	QuickBooks vs. Quicken (Customer Needs)
	Basic help resources
	Tour of the new user interface
	How online setup works for Direct Connect and Web Connect
	How to review and accept new transactions
	Making/Canceling Online Payments
	Online Troubleshooting

Quicken Mac (2006)

Show Me

43 Minutes

Audience: Experienced Support Rep

Webinar Topics:

	What’s New?
	Tour of the Quicken Mac user interface
	How online setup works for Direct Connect and Web Connect
	How to review and accept new transactions
	Online troubleshooting
	Web support resources

New Features Demo

Quicken for Windows 2008 - What's new for Quicken

Show Me

11 Minutes

Audience: Business Contact or New Support Rep

Video Topics:

	Track personal and business expenses in one place and see how your business is doing
	Make online banking even better -- bring all your personal and business online accounts together in one place
Note: Click on Play Video, then on next screen, click on the Playback button.

QuickBooks for Windows 2008 - What's new for QuickBooks

Show Me

11 Minutes

Audience: Business Contact or New Support Rep

Video Topics:

	New Online Wizard Setup Feature
	Customization of Specific Screens from Blueprint Data
Note: Click on Play Video, then on next screen, click on the Playback button.