How to setup bank account in quickbooks for mac

Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window.

Type Simmons Bank in the search field, then click Next and follow the instructions in the setup screen.

In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.

Choose Online Settings in the Edit Account window.

Click the first account you would like to deactivate and choose Edit > Edit Account.

Go to QuickBooks > Check for QuickBooks Updates.

Download the latest QuickBooks Update.

After all accounts have been matched, click Next and then click Done.

If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.

Do NOT select ‘Create New Account’ unless you intend to add a new account to QuickBooks.

Link to your existing accounts in the drop-down options labeled Select Existing or Create New.

Ensure you associate the accounts to the appropriate accounts already listed in QuickBooks.

Enter your online banking login credentials.

Enter Simmons Bank in the search field and select Continue.

Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear.

Right-click on an account you would like to activate and choose Edit Account.

Reconnect online banking connection for accounts that apply.

Repeat steps for any additional accounts that apply.

Click OK for any alerts or messages that may appear with the deactivation.

Click the Bank Feeds Settings and click Save & Close.

Right-click on the first account you would like to deactivate and choose Edit Account.

Deactivate online banking connection for all accounts connected to your previous bank.

Choose File > Back Up Company > Create Local Backup.

Backup QuickBooks Windows Data File & Update.

This process should take 15–30 minutes.Ĭlick the link below that matches your product and connectivity. If you do not, your service may stop functioning properly. It is important that you perform the following instructions exactly as described and in the order presented. To complete these instructions, you will need your new online banking login credentials for Simmons Bank. As your former bank completes its system conversion to Simmons Bank, you will need to modify your QuickBooks settings to ensure the smooth transition of your data.

How to setup bank account in quickbooks for mac