QuickBooks for Mac 2014 User’s Guide 167
manually from the financial institution's website. Be sure the representative is clear about which service you
want to use. Not all financial institutions support both services.
Using Direct Connect
I can’t get Direct Connect to work.
If you're having trouble setting up Direct Connect, use this checklist:
o Check your Internet connection. You must be connected to the Internet for Direct Connect to work.
o Be sure your financial institution supports Direct Connect. Check your financial institution's website or call
their support line.
o Be sure you are providing the correct username and password. When setting up Direct Connect, you must
provide the username and password the financial institution provided you.
o Be sure you have the most recent version of QuickBooks. Choose QuickBooks > Check for QuickBooks
Updates.
If you complete this list and you still can't get Direct Connect to work, you can try using Web Connect (if your
financial institution supports it).
Using Web Connect
• When I importing the .qbo file, the Continue tab is grayed out (not active) and I don't see the account.
This problem may occur for several reasons. To resolve it, go through this checklist:
o Register QuickBooks if you haven't already.
o If you are importing a .qbo Web Connect file for the first time, be sure you have set up Web Connect
before importing the .qbo file.
o If the bank account is missing when you import the .qbo file:
1 Choose Lists > Chart of Accounts.
2 Select the account to unlink from imported online transactions and select Edit from the Action pop-
up menu.
3 Select the Online Settings tab.
4 In the Download Transactions window, select “Not enabled” and click Save.
5 In the Edit Account window, click OK.
6 Create a new bank account with the same name as the existing bank account, except add the
number "1" at the end of the name (for example, if the original bank account is "ABC," create a new
account named "ABC1").
7 Rename the original, existing account to the new name (for example, rename "ABC" to "ABC1").
8 Import the file.
• I'm no longer able to download bank transactions after converting from QuickBooks for Windows to
QuickBooks for Mac.
To Next Page
Loading...