QuickBooks Mac Web Connect
As First State Bank completes our online banking upgrade, you will need to modify your Quicken settings to ensure that your data connectivity transfers smoothly to the new system.
ON or AFTER: March 22, 2021 - 8 AM
1. Deactivate online banking connection for accounts connected to First State Bank.
a. Choose Lists menu > Chart of Accounts.
b. Select the first account you want to deactivate and choose Edit > Edit Account.
c. Select Online Settings in the Edit Account window.
d. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
e. Click OK for any dialog boxes that may appear with the deactivation.
f. Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
a. Log in to your First State Bank online banking and download your transactions to a QuickBooks (.qbo) file.
Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
b. In QuickBooks, choose File > Import > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
c. In the Account Association window, click Select an Account to choose the appropriate existing account register.
Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks.
d. Click Continue and OK for any dialog boxes that require action.