QuickBooks Online Conversion Instructions

QuickBooks Digital Express Web Connect

1. Complete a final transaction download.
2. Complete 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.
4. 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.
5. 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.
6. 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

1. Complete a final transaction download.
2. Complete 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.
4. 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.
5. 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.