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Software Installation Assistance

 

The information provided here is intended to help you set up and activate your financial accounts for use with the software options shown below.

QuickBooks*

Transaction downloading is offered through QuickBooks in conjunction with RBC Bank. Use this feature to download the latest cleared transactions, online account balances, and e-mail from RBC Bank.

Quicken*

Transaction download is offered through Quicken in conjunction with RBC Bank. Use transaction download to download the latest cleared transactions, online account balances, and e-mail from RBC Bank.

Microsoft* Money

Only use this procedure if you did not set up your accounts for online services in the Money Setup Assistant.

QuickBooks

Transaction downloading is offered through QuickBooks in conjunction with RBC Bank. Use this feature to download the latest cleared transactions, online account balances, and e-mail from RBC Bank. Here are the high-level tasks for signing up and activating your QuickBooks accounts so that you can use them online.

  • Choose RBC Bank as the financial institution.
  • Be sure you have your Online Money Management enrollment letter handy. This contains your sign-up information. You should receive this information in the mail about a week after enrolling for Online Money Management.
  • Display the Online Banking Center.
  • In the Items to Send area, all requests are checked by default. If you don't want to send a request, click it.
  • Make sure you are connected to the Internet and click Go Online.
  • Enter the customer ID and PIN that was mailed to you from RBC Bank.
  • When you've finished sending your online requests, the Items Received area of the Online Banking Center window lists the balances of your online accounts and any messages sent to you by your financial institution.
  • Select an item in the Items Received list and click View to see it.

Note: If this is the first time you are going online, we recommend that you leave all requests for QuickStatements in the Items to Send list checked so you download the most recent transactions that have cleared at your financial institution. This allows you to update your register before you use other online banking features. You will get transactions for up to the last 90 days depending on your financial institution. Be sure to go online within the first month of enrolling for online services. Enter the PIN/password provided by RBC Bank in the Change PIN/password window.

Quicken®

Transaction download is offered through Quicken® in conjunction with RBC Bank. Use transaction download to download the latest cleared transactions, online account balances, and e-mail from RBC Bank. Here are the high-level tasks for signing up and activating your Quicken® accounts so that you can use them online.

  • Enroll for Online Money Management by visiting a banking center.
  • Be sure you have your Online Money Management enrollment letter handy. This contains your sign-up information. You should receive this information in the mail about a week after enrolling for Online Money Management.
  • Make sure you have Internet access and that it is set up to work with Quicken®.
  • Open the register for the account you want to activate for online services.
  • Click Set Up Online at the top of the register to learn more about online services.
  • Enter the customer ID and PIN that was mailed to you from RBC Bank.
  • Using the routing numbers and other information listed on the back of your enrollment letter, enter your account information, and click Done.
  • Review the information and click Done.
  • If you have additional accounts from RBC Bank not activated for online services, Quicken® will ask you if you'd like to activate them.
  • Connect over the Internet to download your latest transactions and online balances and investment holdings.
  • Compare your downloaded transactions to those you've already entered in your Quicken® register, and then use the downloaded transactions to update your register.

Microsoft® Money

  • Be sure you have your Online Money Management enrollment letter handy. This contains your sign-up information. You should receive this information in the mail about a week after enrolling for Online Money Management.
  • On the Accounts & Bills menu, click Online Services Manager.
  • Click “Set up online services” next to the financial institution you want to set up for online services.
  • Follow the instructions on the screen.

Note: Only use this procedure if you did not set up your accounts for online services in the Money® Setup Assistant.