FAQs Archive - Page 2 of 3

QuickBooks Desktop: Windows Bill Pay

Only complete these tasks if you currently initiate Bill Payments from within QuickBooks Windows. Important: These tasks must be completed to avoid possible duplicate payments. If you do not cancel payments scheduled to be paid on or after the 1st Action Date, these payments may still be processed. By October 2nd at 4 PM: Cancel [...]

QuickBooks Desktop: Windows Bill Paybank3webmin2026-09-23T21:59:03-05:00

QuickBooks Desktop: Mac Web Connect

By October 2nd at 4 PM: Backup your QuickBooks Mac data file & update the application. Choose File > Backup. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates. Complete a final transaction download. Complete last transaction update before the change to get all of your transaction history up to date. Repeat [...]

QuickBooks Desktop: Mac Web Connectbank3webmin2026-09-23T21:58:09-05:00

QuickBooks Desktop: Mac Direct Connect

By October 2nd at 4 PM: Backup QuickBooks Mac Data File & Update the Application. Choose File > Backup. Download the QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates. Complete a final transaction download. Complete last transaction update to get all of your transaction history up to date. Accept all new transactions into the [...]

QuickBooks Desktop: Mac Direct Connectbank3webmin2026-09-23T21:55:16-05:00

QuickBooks Desktop: Windows Direct Connect

By October 2nd at 4 PM: Backup QuickBooks Windows Data File & Update. Choose File > Back Up Company > Create Local Backup. Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop. Complete a final transaction download and match downloaded transactions. Complete one last transaction update to get all of your transaction [...]

QuickBooks Desktop: Windows Direct Connectbank3webmin2026-09-23T21:54:18-05:00

QuickBooks Online Web Connect

By October 2nd at 4 PM: Complete a final transaction download. Complete the last transaction update before the change to get all of your transaction history up to date. Accept all new transactions into the appropriate registers. After October 5th at 8 AM: Disconnect online banking connection for accounts connected to financial institutions that are [...]

QuickBooks Online Web Connectbank3webmin2026-09-23T21:53:05-05:00

QuickBooks Online Express Web Connect

By October 2nd at 4 PM: Complete a final transaction download. Complete the last transaction update before the change to get all of your transaction history up to date. Accept all new transactions into the appropriate registers. After October 5th at 8 AM: Disconnect online banking connection for accounts connected to the financial institution that [...]

QuickBooks Online Express Web Connectbank3webmin2026-09-23T21:51:39-05:00

Will my ACH/Payroll and Wire templates transfer from the previous platform to the upgraded Bank3 Online Banking?

Because of system limitations, current ACH/Payroll and Wire templates will not transfer from the previous platform. Treasury Management representatives will contact Treasury Management services users prior to the upgrade to ensure a smooth transition. We recommend printing your current ACH/Payroll and Wire templates and reviewing/resetting them when the new Bank3 Online Banking platform launches on [...]

Will my ACH/Payroll and Wire templates transfer from the previous platform to the upgraded Bank3 Online Banking?bank3webmin2026-09-23T14:01:50-05:00

What happens to my recurring transfers?

If you have recurring transfers set up between Bank3 accounts or with outside financial accounts, you will need to reestablish them in the upgraded Bank3 Online Banking. Before October 2nd, take note of all of your existing recurring transfers. On October 5th, navigate to the Transfers or Payments section to rebuild your recurring transfer schedules. [...]

What happens to my recurring transfers?bank3webmin2026-09-23T13:59:49-05:00

Will my Bill Pay change?

Your existing Bill Pay schedule should seamlessly transition to the new Bank3 Online Banking system. As a safety precaution, we recommend you log into your current banking portal and print a list of your current payees, account numbers, and payment history. Double-check scheduled dates and take note of any bills scheduled to go out during [...]

Will my Bill Pay change?bank3webmin2026-09-23T13:58:49-05:00

What if I can’t see one of my accounts after October 5th at 8 AM?

If you are unable to view certain accounts, our team can fix this visibility issue for you. If you need help gaining access or visibility to a business or trust account, contact (901) 623-2266 or email upgrade@bank3.com for assistance. Please note that business accounts and personal accounts cannot be viewed using the same login information [...]

What if I can’t see one of my accounts after October 5th at 8 AM?bank3webmin2026-09-24T18:49:46-05:00