Frequently Asked Questions

How do I connect my Business Online Banking account to my QuickBooks software?

  1. Launch QuickBooks and select the option to set up Online Banking Setup. This is found under the Banking menu, by selecting Online Banking Setup.

  2. In the search field provided, type in “North Shore Bank”. You will see multiple results returned. Be sure to select “North Shore Bank – WI-QB DC” and select Next.

  3. You will be prompted to log into your Business Online Banking account at North Shore bank to complete the process. Follow the on-screen instructions to finish setting up Business Online Banking access.

  4. After the connection has been established and transactions have been downloaded, you may customize your QuickBooks settings for this account. When you’re satisfied, select Continue.

The next time you launch QuickBooks, your recent transactions will be automatically downloaded.


Frequently Asked Questions