We're Here to Help
Online & Mobile Banking
Personal Accounts: Log in to online banking. From the menu select Services & Settings, then select Documents.
Business Accounts: Log in to online banking. From the menu select Account Info, then select Documents.
Follow the onscreen prompts. Click before for a guide.
From the menu in Online Banking
- Click Services & Settings > Documents
- Select View Current Document to download a PDF of the current statement. Select View History to view past statements.
- Once you cick View PDF, the statement will be downloaded to your computer (in your download folder or where you have your downloads set up to save).
- Once downloaded, click the 'print' icon at the top of the page.
For consumer online banking, any additional accounts you open will be automatically added to your online banking account. If you don’t see an account for which you are an owner, please send a Secure Message indicating which account you wish to add.
- To enroll in mobile deposit in online banking select Services & Settings > Mobile Deposit Enrollment.
- Follow the instruction to set up mobile deposit.
You can change the display name for an account by following these instructions:
- Select the account > Details & Settings > Online Display Name
- Use the pencil next to the Online Display Name field to enter the nickname and click the checkmark to save. Your chosen name will then appear instead of the default name or account number
For Desktop:
- First, select your account. If your transactions are not sorted by the most recent transactions, then simply click the 'Date' column. Your most recent transactions will move to the top.
Or - View your Recent Activity tile > Filter accounts > Select the accounts you would like to see.
For Mobile:
- Select the account you would like to view, and your transactions will be sorted with the most recent on top.
Or - View your Recent Activity tile > Filter accounts > Select the accounts you would like to see.
To ask a question about a transaction you can contact the Communication Center at 888-873-2640 or your local branch.
As long as an item has not been presented or is not in a memo post status, you may place a stop payment on an item by any of the following methods:
- Contact our Call Center at 888-873-2640
- Place a stop payment from within online banking using Menu > Services & Settings > Stop Payment
- Call or visit your local branch.
Online Account Opening FAQs
Quickbooks
Set Up an Account for Online Banking (Web Connect)
1. Log into your financial institution’s website.
2. Download your transactions according to your financial institution’s instructions. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer
NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your company file open in QuickBooks 2017 before you begin step 2.
3. Open QuickBooks and your Company File
4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Use an Existing QuickBooks Account if you have an appropriate account tin the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
7. Click Continue
8. Click OK to confirm and finish
NOTE: There is an alternate way of importing a Web Connect file into QuickBooks. Go to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, then click Open.
Special Note: Matching and Adding Transactions
After you set up Bank Feeds and open the Bank Feeds Center, you will need to tell QuickBooks how to handle downloaded transactions.
1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on, and click Transaction List
A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched
NOTE: You can filter your transactions easily using the status, type, and date range filters.
2. Add or Verify the QuickBooks income/expense account on each transaction
Updating an Account (Web Connect) – Bank Feeds
1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process
NOTE: For Web Connect accounts, QuickBooks will open your financial institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.
4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it
• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open
NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open.
5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions
For further help visit QuickBooks Support.
Set Up an Account for Online Banking (Web Connect)
1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer
NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your company file open in QuickBooks 2016 before you begin Step 2.
3. Open QuickBooks and your Company file
4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Use an Existing QuickBooks Account if you have an appropriate account in the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
7. Click Continue
8. Click OK to confirm and finish
Special Note: Matching and Adding Transactions
After you set up Bank Feeds and open the Bank Feeds Center, you need to tell QuickBooks how to handle downloaded transactions.
1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on, and click Transaction List
A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched
NOTE: You can filter your transactions easily using the status, type, and date range filters.
2. Add or Verify the QuickBooks income/expense account on each transaction
Updating an Account (Web Connect) – Bank Feeds
1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process
NOTE: For Web Connect accounts, QuickBooks will open your Financial Institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.
4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it
• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open
NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open.
5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions
For further help visit QuickBooks Support.
Set Up an Account for Online Banking (Web Connect)
1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions
If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer
NOTE: These instructions assume you will save the download to your computer. If you “open” it
instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Company file open in QuickBooks 2015 before you begin Step 2.
3. Open QuickBooks and your Company file
4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Use an Existing QuickBooks Account if you have an appropriate account in the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
7. Click Continue
8. Click OK to confirm and finish
Special Note: Matching and Adding Transactions
After you set up Bank Feeds and open the Bank Feeds Center, you need to tell QuickBooks how to handle downloaded transactions.
1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on and click Transaction List.
A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched.
NOTE: You can filter your transactions easily using the status, type, and date range filters.
2. Add or Verify the QuickBooks income/expense account on each transaction
Updating an Account (Web Connect) – Bank Feeds
1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process
NOTE: For Web Connect accounts, QuickBooks will open your financial Institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.
4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it
• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open
NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open.
5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions
For further help visit QuickBooks Support.
Set Up an Account for Online Banking (Web Connect)
1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer
NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Company file open in QuickBooks 2014 before you begin Step 2.
3. Open QuickBooks and your Company file, then choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
4. Navigate to and select the file you downloaded in Step 2, then click Open
5. Click Use an Existing QuickBooks Account if you have an appropriate account in the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
6. Click Continue
7. Click OK to confirm and finish
Special Note: Matching and Adding Transactions
After you set up Bank Feeds and open the Bank Feeds Center, you need to tell QuickBooks how to handle downloaded transactions.
1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on and click Transaction List.
A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched.
NOTE: You can filter your transactions easily using the status, type, and date range filters.
2. Add or Verify the QuickBooks income/expense account on each transaction
Updating an Account (Web Connect) – Bank Feeds
1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process
NOTE: For Web Connect accounts, QuickBooks will open your financial Institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.
4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it
• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open
NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open
5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions
For further help visit QuickBooks Support.
The website you have selected is an external site not operated by Horizon Bank. Horizon does not endorse and is not responsible for the content links, privacy policy or security policy of this website or app you are about to visit. Click Proceed to continue or Cancel to go back.