QuickBooks Online Conversion Instructions

Click here or scroll down for QuickBooks Desktop Conversion Instructions.

As your financial institution completes its system conversion, you will need to modify your QuickBooks Online settings to ensure that your data connectivity transfers smoothly to the new system. This document contains instructions for both connectivity types (Express Web Connect and Web Connect).

To navigate this document, use the links below that match your product connectivity:

• QuickBooks Online Express Web Connect
• QuickBooks Online Web Connect

QuickBooks Online Express Web Connect

Action Date: February 23, 2026

Disconnect online banking connection for accounts connected to the financial institution that is requesting this change.

1. Select Banking from the left column.
2. Click the account you want to disconnect, then click the Pencil Icon on the corner of that account box.
3. Click Edit Account Info.
4. Check the box next to Disconnect this Account on Save.
5. Select Save and Close.
6. Repeat steps for any additional accounts that apply. Complete 5 business days after Action Date:
7. Reconnect online banking connection for accounts that apply.
   1. On the Banking page, click Add Account in the upper-right side of the screen.
   2. Type your financial institution’s name and choose the correct option from the results.
   3. Enter your financial institution credentials and click Continue. Express Web Connect uses the same credentials you use for your institution’s online banking.
   4. Provide additional information, if requested.
   5. Ensure you associate the accounts for your financial institution to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu. Important: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online. If you are presented with accounts you do not want to track in this QuickBooks Online Company, Uncheck the box next to the Account Name.
   6. After all accounts have been matched, click Connect and then click Finish.
8. Exclude Duplicate Transactions.
   1. Select Banking from the left column.
   2. In the For Review section, click the checkboxes for the transactions you want to exclude.
   3. Choose Batch Actions > Exclude Selected.

QuickBooks Online Web Connect

Action Date: February 23, 2026

1. Disconnect online banking connection for accounts connected to financial institution that is requesting this change.
   1. Select Banking from the left column.
   2. Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.
   3. Click Edit Account Info.
   4. Check the box next to Disconnect this Account on Save.
   5. Click Save and Close.
   6. Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
   1. Download a Web Connect file (.qbo or .qfx) from your financial institution’s online banking site.
   2. In QuickBooks Online, choose Banking from the left column.
   3. 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.
   4. 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.
   5. When the import is finished, click Let's go!
   6. Review the For Review tab on the Banking page to view what was downloaded.
   7. Click Next, and then click Done.
   8. Repeat this step for each account that you have connected to this institution.

QuickBooks Desktop Conversion Instructions

Converted from PDF. Use navigation below:

• Windows Direct Connect
• Mac Direct Connect
• Windows Web Connect
• Mac Web Connect
• Windows Bill Pay

QuickBooks Windows Direct Connect

Action Date: February 23, 2026

1. Deactivate online banking connection for accounts connected to financial institution that is requesting this change.
   1. Choose Lists menu > Chart of Accounts.
   2. Right-click on the first account you would like to deactivate and choose Edit Account.
   3. Click the Bank Feeds Settings tab in the Edit Account window.
   4. Select Deactivate All Online Services and click Save & Close.
   5. Click OK for any alerts or messages that may appear with the deactivation.
   6. Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
   1. Choose Lists menu > Chart of Accounts.
   2. Right-click on an account you would like to activate and choose Edit Account.
   3. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes.
   4. Enter your institution's name and select Continue.
   5. Enter your Direct Connect credentials.
   6. Link accounts to existing QuickBooks accounts.
   7. Click Next then Done.

QuickBooks Mac Direct Connect

Action Date: February 23, 2026

1. Deactivate online banking connection for accounts connected to financial institution requesting this change.
   1. Choose Lists > Chart of Accounts.
   2. Select account and choose Edit > Edit Account.
   3. Choose Online Settings.
   4. Choose Not Enabled from Download Transactions and Save.
   5. Confirm alerts.
   6. Repeat for additional accounts.
2. Reconnect online banking connection.
   1. Choose Banking > Online Banking Setup.
   2. Search institution and follow setup.
   3. Select Yes, my account has been activated.
   4. Enter Direct Connect credentials.
   5. Link accounts.
   6. Click Done.

QuickBooks Windows Web Connect

Action Date: February 23, 2026

1. Deactivate online banking connection.
   1. Choose Lists > Chart of Accounts.
   2. Edit Account.
   3. Bank Feeds Settings.
   4. Deactivate All Online Services.
   5. Confirm alerts.
2. Reconnect connection.
   1. Download .qbo file from online banking.
   2. Import via File > Utilities > Import > Web Connect Files.
   3. Select existing account.
   4. Confirm import.

QuickBooks Mac Web Connect

Action Date: February 23, 2026

1. Deactivate online banking connection.
   1. Lists > Chart of Accounts.
   2. Edit Account.
   3. Online Settings.
   4. Not Enabled > Save.
2. Reconnect connection.
   1. Download .qbo file.
   2. File > Import > From Web Connect.
   3. Associate account.
   4. Confirm dialogs.

QuickBooks Windows Bill Pay

Action Date: February 23, 2026

Only complete if initiating Bill Pay inside QuickBooks.

1. Cancel existing bill payments.
   1. Open register.
   2. Company > Chart of Accounts.
   3. Locate transaction.
   4. Cancel payment.
2. Re-create bill payments via QuickBooks Help.