Basic Installtion

  1. Install Parallels Client
  2. Add a New Connection
  3. Use the connection instructions supplied to you
  4. When Complete, test the connection

To set up a shared path

  1. Make a folder on you mac called BANK
  2. This folder must be accessible to your web page for downloading your bank statement to
  3. Right click on the Connection in Parallels and choose "Connection Properties"
  4. Select 'Local Resources"
  5. Check 'Disk Drives'
  6. Select 'Configure'
  7. Add a folder... locate the BANK directory you just created and 'Open' it
  8. This will become the folder that SoEasy will locate and use for importing bank files, and exporting files