By October 2nd at 4 PM:

  1. Complete a final transaction download.
  2. Complete the last transaction update before the change to get all of your transaction history up to date.
  3. Accept all new transactions into the appropriate registers.

After October 5th at 8 AM:

  1. Disconnect online banking connection for accounts connected to financial institutions that are requesting this change.
  2. Select Banking from the left column.
  3. Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.
  4. Click Edit Account Info.
  5. Check the box next to Disconnect this Account on Save.
  6. Click Save and Close.
  7. Repeat steps for any additional accounts that apply.
  8. Reconnect online banking connection for accounts that apply.
  9. Download a Web Connect file (.qbo or .qfx) from your financial institution’s online banking site.
  10. In QuickBooks Online, choose Banking from the left column.
  11. Click File Upload in the upper-right side of the screen and use the upload dialog to locate the Web Connect file you downloaded in step A.
  12. Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next. Important: Do NOT choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online.
  13. When the import is finished, click Let’s go!
  14. Review the For Review tab on the Banking page to view what was downloaded.
  15. Click Next, and then click Done.
  16. Repeat this step for each account that you have connected to this institution.