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QuickBooks Windows 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 Florida Keys.

     a. Choose Lists menu > Chart of Accounts.

     b. Right-click the first account you want to deactivate and choose Edit Account

     c. Click the Bank Feeds Settings tab in the Edit Account window. 

     d. Select Deactivate All Online Services and click Save & Close

     e. Click OK for any alerts or messages that may appear with the deactivation.

     f. Repeat steps for any additional accounts that you deactivated. 

2. Reconnect online banking connection for accounts that you deactivated. 

     a. Log in to your First State Bank online banking and download your transactions to a QuickBooks (.qbo) file.

         Note: 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 > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.

     c. In the Select Bank Account dialog select Use an Existing QuickBooks Account.

         Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.

     d. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.