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Download a transaction into quickbooks for mac update#
Download a transaction into quickbooks for mac download#
Download a transaction into quickbooks for mac mac#

Repeat this step for each account you need to update.

Download a transaction into quickbooks for mac update#

Complete last transaction update before the change to get all of your transaction history up to date.

Choose QuickBooks > Check for QuickBooks Updates.

Download a transaction into quickbooks for mac download#

Download the latest QuickBooks Update.

Download a transaction into quickbooks for mac mac#

Backup your QuickBooks Mac data file & update the application.

In the drop-down list, choose your QuickBooks account(s) and click Continue.

Important: Do NOT select “ Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.

In the Select Bank Account dialog select Use an existing QuickBooks account.

Locate your saved Web Connect file and select to import.

In QuickBooks, choose File > Utilities > Import > Web Connect Files.

Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.

Note: Take note of your last successful upload.

You can download your transactions from the account summary page in Royal Credit Union business online banking by choosing the Export option and selecting your desired file type.

Reconnect online banking connection for accounts that you deactivated.

Repeat steps for any additional accounts that you need to deactivate.

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

Select Deactivate All Online Services and click Save & Close.

Click the Bank Feeds Settings tab in the Edit Account window.

You will need to accept all new transactions into the appropriate registers prior to deactivating to avoid receiving an error message.

Right-click the first account you want to deactivate and choose Edit Account.

Deactivate online banking connection for Royal Credit Union business accounts.

Accept all new transactions into the appropriate registers.

Complete one last transaction update before the change to get all of your transaction history up to date.

Complete a final transaction download and match downloaded transactions.

Choose File > Back Up Company > Create Local Backup.

Backup QuickBooks Windows Data File & Update.

Once you reconnect to your accounts after the conversion, transactions prior to the conversion date will import normally. Note: these actions can be completed at any time on or before October 26 when it is convenient for you. QuickBooks Mac Web Connect Instructions For Downloading A Web Connect File From Royal Credit Union Business Online Banking Select a link below to go to the information you need: This page contains instructions for using the Web Connect connectivity type on Windows or Mac.

As Royal Credit Union completes its system conversion, you will need to modify your QuickBooks settings to ensure that your data connectivity transfers smoothly to the new system.