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Security Bank of Kansas City
 

QuickBooks Mac WebConnect - Conversion Instructions

QuickBooks for Mac - WebConnect

Introduction

As your former bank completes its system conversion to Security Bank of Kansas City, you will need
to modify your QuickBooks settings to ensure the smooth transition of your data. Please reference the dates
next to each task as this information is time sensitive. To complete these instructions, you will need your
[User ID and Password] for your former bank’s website as well as the Security Bank of Kansas
City Online Banking interface.

You should perform the following instructions exactly as described and in the order presented. If you do
not, your online banking connectivity may stop functioning properly. This conversion should take 15–30
minutes.


Documentation and Procedures

Task 1: Conversion Preparation
  1. Backup your data file. For instructions to back up your data file, choose the Help menu and use the Search bar available at the top. Search for Back Up and follow the instructions on screen. The first time you do a backup, QuickBooks will guide you through setting backup preferences.
  2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu and use the Search bar available at the top. Search for Update QuickBooks, select Check for QuickBooks Updates and follow the instructions.
Task 2: Connect to Your Former Back for a Final Download
Note: If you do not complete this task by April 20th, 2017, disregard this step and move to Task 3. Valley View Bank customers should automatically skip to Task 3.
 
  1. Log in to your former bank and download your QuickBooks Web Connect File.
  2. Click File > Import > From Web Connect.
  3. Link your bank account with the existing QuickBooks account and click Continue.
  4. Repeat steps 1 – 3 for each account with your former bank.
Task 3: Match Downloaded Transactions
If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose the Help menu and use the Search bar available at the top. Search for Updating Your Register, select the article with that name and follow the instructions.
Task 4: Deactivating Your Account(s) at Your Former Bank
NOTE: All transactions must be matched or added to the register prior to the deactivating of your
account(s).
 
  1. Choose Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Choose Edit menu > Edit Account.
  4. In the Edit Account window, click the Online Settings button.
  5. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps 2 – 6 for each account at your former bank.
Task 5: Re-activate Your Account(s) at Security Bank of Kansas City
  1. Log in to Security Bank of Kansas City and download your QuickBooks Web Connect File.
    IMPORTANT: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
  2. Click File > Import > From Web Connect.
  3. If prompted for connectivity type, select Web Connect.
  4. The Account Association window displays during setup. For each account you wish to download into QuickBooks, click Select an Account to choose the appropriate existing account register.
    IMPORTANT: Do NOT select “New” under the action column.
  5. Click Continue.
  6. Click OK to any informational prompts.
  7. Add or match all downloaded transactions in the Downloaded Transactions window.
  8. Repeat steps 1 – 7 for each account at Security Bank of Kansas City.