QuickBooks^® Set-up to Access Your Accounts

Capital One and QuickBooks can help you to make your business banking and financial tasks simpler. It’s easy to use, convenient and can save you and your business time as you can conduct your banking tasks day or night from office or home. QuickBooks puts you in greater control of your business by providing the reporting you need to analyze your accounts and know where you money goes.

With QuickBooks, you can:

• Access your business checking, savings and line of credit accounts online
• Download your Online Banking transactions directly into your account register
• Reconcile data and prevent having duplicate transactions
• Pay bills and schedule payments up to one year in advance
• Transfer funds between accounts and more

Features and benefits
With QuickBooks, no accounting knowledge is needed; just fill in familiar forms, like checks and invoices, on your computer's screen. QuickBooks is an essential online tool for your business.

Save valuable time by simplifying routine bookkeeping tasks
With QuickBooks, activities such as paying bills, printing checks, invoicing customers, tracking expenses and even payroll are fast, simple and accurate.

Easily print checks, pay bills and track key tasks
Enter invoices, purchase orders, and bills and let QuickBooks remind you when they're due. QuickBooks automatically tracks sales and expenses for taxes.

Easily invoice customers and track payments and sales taxes
Create an invoice with one click. Track customer payments and apply payments to invoices. QuickBooks helps you fill out your sales tax helps you keep your balance accurate and up-to-date.

Organize your critical business information in one place
QuickBooks helps you stay organized and on top of your business. And at tax time, you'll be prepared with complete and accurate records, for yourself or an accountant.

Find everything you need in QuickBooks information centers
Key information for your company, customers, and vendors is summarized for you. Each center can be customized to show only the information you want to see.

Track information for taxes and easily share data with an accountant
Easily track records of income, payroll, and sales tax. Use the tax alerts in QuickBooks for quarterly and monthly tax payments and never miss a deadline! With more organized records, you'll be ready to work more efficiently with an accountant.

Instantly see how your business is doing with essential reports
With QuickBooks, you'll never be in the dark about where your business stands. Instantly generate standard business reports including Profit and Loss, Balance Sheet, Statement of Cash Flows, Sales, and many more. You can easily customize reports to fit your specific needs.

It's so fast and easy, over 2.5 million small businesses own it!
The EasyStep^® interview in QuickBooks guides you step-by-step to setting up your business. Just enter sales, expense, and billing information in familiar forms and let QuickBooks do the math. If you need help, it's available throughout the product, along with easy tutorials. No wonder 9 out of 10 customers would recommend QuickBooks to other small businesses!

To get started, download our Getting Started with QuickBooks guide. Or, if you have additional questions, see our frequently asked QuickBooks questions.