QuickBooks Online Edition
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
Documentation and Procedures
QuickBooks Online automatically updates your selected version so you are always on the latest release.
IMPORTANT: QuickBooks Online edition connectivity services may be interrupted up to 3-5 business days after the conversion is complete.