Disconnect

1. Choose Tools > Account List.
2. Click Edit on the account to deactivate.
3. In Account Details, click Online Services.
4. Click Deactivate. Follow prompts to confirm deactivation.
5. Click the General tab.
6. Delete Financial Institution and Account Number information. Click OK to close window.
7. Repeat steps for any additional accounts that apply.

Reconnect

1. Choose Tools > Account List.
2. Click Edit on the account you want to activate.
3. In Account Details, click Online Services and then choose Set up Now.
4. Type your institution’s name in the search field and click Next.
5. Enter your financial institution credentials.
   1. Express Web Connect uses the same credentials you use for your institution’s online banking login.
   2. Direct Connect might require credentials that do not match your online banking credentials. Important: If your credentials do not work, contact your financial institution.
6. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.
   
   Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.
    
7. After all accounts have been matched, click Next and then Done.

Connect

1. Click your account in the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter your financial institution name in the search field, select the correct option and click Continue.
5. Enter your financial institution credentials.
   1. Express Web Connect uses the same credentials you use for your institution’s online banking login.
   2. Direct Connect might require credentials that do not match your online banking credentials.
      
      Important: If your credentials do not work, contact your financial institution.
       
6. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
   
   Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
    
7. Click Finish.

Disconnect

1. Choose Tools > Account List.
2. Click Edit on the account to deactivate.
3. In Account Details, click Online Services.
4. Click Deactivate. Follow prompts to confirm deactivation.
5. Click the General tab.
6. Delete Financial Institution and Account Number information.
7. Click OK to close window.
8. Repeat steps for any additional accounts.

Reconnect

1. Download a Quicken Web Connect file from your financial institution’s online banking site.
2. In Quicken, choose File > File Import > Web Connect (.QFX) File.
3. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
4. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
5. Repeat this step for each account you have connected to this institution.

Disconnect

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.

Reconnect

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 in the dialog box that will appear.
4. Enter your institution's name in the search field and select Continue.
5. 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.
6. Ensure you associate the accounts to the appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New.
   
   Important: Do NOT select “Create New Account” unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.
    
7. After all accounts have been matched, click Next and then click Done.

Disconnect

1. Choose Lists > Chart of Accounts.
2. Click the first account you would like to deactivate and choose Edit > Edit Account.
3. Choose 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 alerts or messages that may appear with the deactivation.
6. Repeat steps for any additional accounts that apply.

Reconnect

1. Choose Banking > Online Banking Setup.
2. Type your institution's name in the search field, then click Next and follow the instructions in the setup screen
3. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
4. 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.
5. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
6. Click Next, and then click Done.
7. Repeat this step for each account that you have connected to this institution.

Disconnect

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.

Reconnect

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 1.
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.