[GNC] Trying to set up online banking

[John Ralls]

> On Apr 25, 2020, at 6:11 PM, Janet Shelby <janet.shelby at gmail.com> wrote:
> 
> Hello, I am a new user migrating from many years of Quicken. I would like
> to use Gnucash if it will download banking transactions,  especially credit
> card transactions.  The tool provided does not get successful results with
> no instruction on what to do upon failure. I am an accountant but not an IT
> specialist!  Can I get assistance here? Thanks.

Check your bank's online banking setup page and make sure that it supports OFX DirectConnect. The alternative is OFX WebConnect which uses an Intuit-proprietary authentication mechanism that GnuCash's online banking library is unable to use.

If it says that it does, go to https://www.ofxhome.com and search for the bank. If it's there just go to the page for it and check that it has validated recently. If it has then you should be able to use the bank selection in the AQBanking setup. If not then you'll have to try to set it up by hand using whatever information you can glean from the bank's website, which may not be much: It may just say that you need a certain version of Quicken and to go to the online banking tab in that program and select the bank.

Regards,
John Ralls