By October 2nd at 4 PM:

  1. Backup QuickBooks Mac Data File & Update the Application.
  2. Choose File > Backup.
  3. Download the QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
  4. Complete a final transaction download.
  5. Complete last transaction update to get all of your transaction history up to date.
  6. Accept all new transactions into the appropriate registers. (required)

After October 5th at 8 AM:

  1. Deactivate online banking connection for accounts connected to financial institution that is requesting this change.
  2. Choose Lists > Chart of Accounts.
  3. Click the first account you would like to deactivate and choose Edit > Edit Account.
  4. Choose Online Settings in the Edit Account window.
  5. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
  6. Click OK for any alerts or messages that may appear with the deactivation.
  7. Repeat steps for any additional accounts that apply.
  8. Reconnect online banking connection for accounts that apply.
  9. Choose Banking > Online Banking Setup.
  10. Type your institution’s name in the search field, then click Next and follow the instructions in the setup screen
  11. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
  12. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact your financial institution if your login information does not work.
  13. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
  14. Click Next, and then click Done.
  15. Repeat this step for each account that you have connected to this institution.