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QuickBooks Online Express Web Connect

As First State Bank completes our online banking upgrade, you will need to modify your QuickBooks Online settings to ensure that your data connectivity transfers smoothly to the new system. 

IMPORTANT: Express Web Connect will not be available until March 29, 2021, so please utilize another connectivity type if you need transaction updates during this downtime. 

ON or AFTER: March 22, 2021 - 8 AM

 

1. Disconnect online banking connection for accounts connected to First State Bank.

     a. Select Banking from the left column.

     b. Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.

     c. Click Edit Account Info..

     d. Check the box next to Disconnect this Account on Save.

     e. Click Save and Close.

     f. Repeat steps for any additional accounts that apply.

 

ON or AFTER: March 29, 2021

 

1. Reconnect online banking connection for accounts that apply.

     a. On the Banking page, click Add Account in the upper-right side of the screen. 

     b. Type First State Bank Florida Keys and choose the correct option from the results.

     c. Enter your First State Bank credentials and click Continue. Express Web Connect uses the same credentials you use for your FSB online banking.

     d. Provide additional information, if requested. 

     e. Ensure you associate your First State Bank accounts to the appropriate account already listed under Which Account Do You Want to Connect? Choose the matching accounts in the drop-down menu.   

Important: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online. If you are presented with accounts you do not want to track in this QuickBooks Online Company, uncheck the box next to the Account Name. 

     f. After all accounts have been matched, click Connect and then click Finish

2. Exclude Duplicate Transactions.

     a. Select Banking from the left column. 

     b. In the For Review section, click the checkboxes for the transactions you want to exclude.

     c. Choose Batch Actions > Exclude Selected