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First National Bank of Buffalo, Wyoming -- Wyoming's Oldest Independant Home Owned Bank




141 South Main Street • P O Box 400 • Buffalo, WY 82834
(307) 684-2211 • Toll Free: (800) 766-3641 • Contact Us
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Getting Started with QuickBooks® 2003-2004 for Windows® on First National Bank's eBanking System
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Local: (307) 684-1561
Toll Free: (877) 684-3622

 

Refer to this guide for instructions about using First National Bank’s QuickBooks online account services to save time and keep your records up to date.
Before you can download your transactions with QuickBooks, you need Internet access, your customer ID, and your password. To complete QuickBooks account setup, you need to log into the First National Bank web site: http://www.fnb-buffalo.com.
This guide includes the following sections:

 

 
Activating a QuickBooks Account to Download Transactions for the First Time  
  1. Open a Web browser and log into the First National Bank eBanking system at: http://www.fnb-buffalo.com.
  2. Click the Sign In link directly beneath the First National Bank logo at the top left of any page on the site.

    Click the Sign In link from any page to connect to the eBanking system.
  3. Click the Sign-On button in the center column.
  4. Enter your Login ID in the space provided and click Submit.  If this is the first time you have logged into the eBanking system, follow the instructions on the page to set up your PassMark sign on.
  5. Verify the PassMark image and security phrase displayed are the image and phrase you chose, enter your password and click Submit.

    Click History and then Export History in the eBanking menu system.
  6. Click the History button at the top of the page.
  7. Click Export History in the second row of buttons at the top of the page.
  8. If you have more than one account set up in eBanking, choose the radio button next to the account you want to download transactions from. 
  9. Enter the Starting and Ending dates of the transactions you want to download.  First National’s eBanking system retains transaction history for approximately 120 days.
  10. Choose the Export via WebConnect to QuickBooks radio button and click Submit.
  11. Your browser may prompt you to open or save files. If this prompt appears, click Open and follow the on-screen instructions.
    When you select via WebConnect to QuickBooks, your QuickBooks program launches and a dialog box appears that asks whether you want to process transactions now or save them for later processing.
  12. Click the Have QuickBooks process these transactions now radio button to continue.
    The Select Bank Account dialog box appears.
    (If you use QuickBooks on another computer, you can click the Save the transactions for later processing radio button and then transfer the files to the other computer.)
  13. Click the Use an existing QuickBooks account radio button and select an account from the drop-down list, or click the Create a new QuickBooks account radio button and type a name for the account, and then click Continue.
    Note: You only need to select the account for this first download. After the account is activated for Web Connect account access, future downloads will download to this account automatically.
    Select the account to download transactions into.
  14. After making your selection click Continue. When QuickBooks confirms that your Web Connect data has been successfully read into QuickBooks, click OK.
    Your first download is complete.
    Refer to the following section to download transactions on an on-going basis.
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Keeping Your QuickBooks Accounts Up-to-Date  

From the QuickBooks Online Banking Center, you can download transactions, check online balances, and view downloaded transactions in your register.

The QuickBooks Online Center.

  1. From the QuickBooks Banking menu, choose Online Banking Center.
  2. In the Online Banking Center, select First National Bank of Buffalo from the Financial Institution list box. (See A in the figure above.)
  3. In the Items to Send area, click the desired statement and then click Go Online. (See B and C in the figure above.)
  4. When your financial institution's website appears, follow the instructions on the website to download your transactions into QuickBooks.
  5. In the Items Received From Financial Institution area, click the desired statement and then click View. The Match Transactions window appears. (See D and E in the figure above.)
    Match transactions\

  6. In the Match Transactions window, check the Show Register check box.
  7. From the list at the bottom of the Match Transactions window, choose a transaction to add to the register and then click Add to Register.
  8. Follow the on-screen prompts to perform the desired activities.
  9. When the transaction appears in the register, choose an account for the transaction from the Account drop-down list and then click Record.
 
   
Congratulations, you are set up and ready to use First National Bank's WebConnect for QuickBooks!  
If you have any questions regarding these instructions, you may contact us at (307) 684-2211. A customer service representative will be available to assist you from 9:00 a.m. to 4:00 p.m. Monday through Friday. You may also visit the First National Bank web site at http://www.fnb-buffalo.com or refer to: http://www.quickbooks.com/support.  
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141 South Main Street • PO Box 400 • Buffalo, WY 82834
Tel:  (307) 684-2211  • Toll Free: (800) 766-3641  •   Contact Us

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