By October 2nd at 4 PM:

  1. Backup your QuickBooks Mac data file & update the application.
  2. Choose File > Backup.
  3. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
  4. Complete a final transaction download.
  5. Complete last transaction update before the change to get all of your transaction history up to date.
  6. Repeat this step for each account you need to update.
  7. Accept all new transactions into the appropriate registers. (required)

After October 5th at 8 AM:

  1. Deactivate online banking connection for accounts connected to the financial institution that is requesting this change.
  2. Choose Lists > Chart of Accounts.
  3. Select the first account you would like to deactivate and choose Edit > Edit Account. c. Select Online Settings in the Edit Account window.
  4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
  5. Click OK for any dialog boxes that may appear with the deactivation.
  6. Repeat steps for any additional accounts that apply.
  7. Reconnect online banking connection for accounts that apply.
  8. Log in to your financial institution’s online banking site and download your transactions into 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.

  1. In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
  2. 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.

  1. Click Continue and OK for any dialog boxes that require action.