Switch from direct connect to express web connect online banking

You can now utilize the new and improved Express Web Connect online banking. We’ll help you switch from Direct Connect to Express Web Connect to help you keep an eye on your financial transactions.

Step 1: Prepare to change to convey Web Connect
Be sure you don’t have pending transactions.

Create a backup of your company file.
Go to File menu, then select Switch to Single-user Mode.
From the business menu, select My Company.
Within the My Company window, select Sign in.Note: when you haven't yet, you can easily create an Intuit account or recover your user ID and password. For more information about Switch From Direct Connect To Express Web Connect Online Banking, please get in touch with us.

Delete pending online payments or checks.
Add and match previously downloaded transactions.
Step two: Deactivate Bank feeds for a merchant account
Before you change to Express Web Connect, disconnect your bank account to refresh your connection.

Step 3: put up an account for Bank feeds
To download your bank transactions, put up your bank account in QuickBooks:

From the Banking menu, select Bank Feeds, then put up Bank Feed for a merchant account.
Within the Enter your bank’s name field, key in the name of one's bank or standard bank.
From My Company sign in page, sign in utilizing your Intuit account credentials.
Enter your web bank account credentials, then select Connect. QuickBooks will connect with the bank’s server.
Select the account(s) you need to hook up to QuickBooks, then select Connect.
Select Close.
Step four: Download transactions via Express Web Connect
Everything’s set—you can now download your bank transactions.

Through the Banking menu, select Bank Feeds, then Bank Feeds Center.
When you look at the Bank Accounts list, find the account you need to download for.
Choose the Download Transactions.
Once completed, select Transaction List to process the transactions.
Possible error messages you may encounter
You might encounter a mistake whenever you attempt to use Direct Connect or put up Express Web connect. Here’s the main cause and exactly how you are able to correct it.