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PC Banking
- Common Questions

 How do I set up QuickBooks® 2007 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® 2007?To set up QuickBooks 2007 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 the Online Banking Setup Interview dialog box, on the Apply Now tab, from Welcome to the Online Banking Setup Interview, click Next. |
| 3. | From What do you want to setup for online access, click to select Bank account or QuickBooks Bill Pay service, and then click Next. |
| 4. | From Have you already applied for online banking with your financial institution, click to select I have already completed an application with my institution, and then click Next. |
| 5. | From What happens next, click Next. |
| 6. | On the Enable Accounts tab, from Confirm account information, click Next. |
| 7. | From Add a financial institution, click Add Financial Institution. |
| 8. | From the Launch Web Browser dialog box, click OK. |
| 9. | From the Financial Institutions List for QB window, scroll to and select SunTrust Bank. |
| 11. | From the Microsoft Internet Explorer dialog box, click OK. |
| 12. | From the Online Banking Setup Interview dialog box, on the Enable tab, from Select a financial institution, within the I would like to enter information for my accounts at drop-down menu, click to select SunTrust Bank. Click Next. |
| 13. | From Are you ready to enter the information provided in your confirmation letter, click to select Yes. I've received my confirmation letter from SunTrust Bank. Click Next. |
| 14. | From SunTrust Bank Information, within the Routing Number and Customer ID text boxes, enter your routing number and User ID, and then click Next. |
| 15. | From Select a QuickBooks account, within the Use my existing QuickBooks account drop-down menu, click to select an account, and then click Next. |
| 16. | From Enter additional information about your (account name) account, within the SunTrust Bank Account Type drop-down menu, click to select an account type. Within the Account Number text box, enter your account number. |
| 17. | Under Use selected account for, click to select or click to clear online account access and online payment. |
 Selecting online account access will download your account information into QuickBooks. Selecting online payment will allow you to use SunTrust bill pay to make bill payments using QuickBooks. | 19. | From Review account information, next to Do you wish to enable additional accounts, click to select Yes or No. Click Next. |
 If you selected Yes in Step 19, return to Step 15. If you selected No, continue to Step 20. | 20. | From the Service Agreement Information dialog box, click OK. |
| 21. | From the Online Banking Setup Interview dialog box, on the Enable Accounts tab, from Enable accounts at another financial institution, click to select No, and then click Next. |
| 22. | From Congratulations! You are now ready to use online banking, click Leave. |
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