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:

• Set Up Online Account Access —Explains how to set up transaction download from your First National Bank accounts to QuickBooks.
• Keeping your QuickBooks Accounts up to Date—Explains how to download transactions on an ongoing basis.

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.
   
   
   
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.
   
   
   
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 Import new transactions now radio button and click OK to continue.
13. The Select Bank Account dialog box appears (see below). Here you select whether you want to download into an existing account register or create a new account:
    •  Download into an Existing Account:  Click the Use an existing QuickBooks account radio button and select an account from the drop-down list
    •  Download into a New Account:  Click the Create a new QuickBooks account radio button and type a name for the account.
    Note: You only need to select the account for this first download. After the account is activated for Web Connect account access, future Web Connect sessions will download to this account automatically.
    
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.