QuickBooks Digital Express Web Connect
- Complete a final transaction download.
- Complete last transaction update before the change to get all of your transaction history up to
date. - Accept all new transactions into the appropriate registers.
- Disconnect Digital Banking connection for accounts connected to ASBT.
- Select Banking from the left column.
- Click the account you want to disconnect, then click the Pencil Icon on the corner of that account box.
- Click Edit Account Info.
- Check the box next to Disconnect this Account on Save.
- Select Save and Close.
- Repeat steps for any additional accounts that apply.
- Reconnect Digital Banking connection for accounts that apply.
- On the Banking page, click Add Account in the upper-right side of the screen.
- Type your financial institution’s name and choose the correct option from the results.
- Enter your financial institution credentials and click Continue. Express Web Connect
uses the same credentials you use for your ASBT Digital Banking. - Provide additional information, if requested.
- 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. - After all accounts have been matched, click Connect and then click Finish.
- Exclude Duplicate Transactions.
- Select Banking from the left column.
- In the For Review section, click the checkboxes for the transactions you want to exclude.
- Choose Batch Actions > Exclude Selected.
QuickBooks Online Web Connect
- Complete a final transaction download.
- Complete last transaction update before the change to get all of your transaction history up to
date. - Accept all new transactions into the appropriate registers.
- Disconnect online banking connection for accounts connected to financial institution that is
requesting this change.- Select Banking from the left column.
- Click on the account you would like to disconnect, then click the Pencil Icon on the
corner of that account box. - Click Edit Account Info.
- Check the box next to Disconnect this Account on Save.
- Click Save and Close.
- Repeat steps for any additional accounts that apply.
- Reconnect online banking connection for accounts that apply.
- Download a Web Connect file (.qbo or .qfx) from your financial institution’s online
banking site. - In QuickBooks Online, choose Banking from the left column.
- 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. - 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. - When the import is finished, click Let’s go!
- Review the For Review tab on the Banking page to view what was downloaded.
- Click Next, and then click Done.
- Repeat this step for each account that you have connected to this institution.
- Download a Web Connect file (.qbo or .qfx) from your financial institution’s online