QuickBooks® for Windows Conversion Instructions

To complete these instructions, you will need your User ID and Password for each Financial Institution.

NOTE:   Direct Connect may require registration. Please contact us at 800.368.8930 to verify your Direct Connect login information.

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 minutes.

Thank you for making these important changes!


Documentation and Procedures


Task 1:  Conversion Preparation

  1. Back up your data file.  For instructions to back up your data file, choose Help menu > QuickBooks Help. Search for "Back Up" and follow the instructions.
  2. Download the latest QuickBooks update. For instructions to download an update, choose Help menu > QuickBooks Help. Search for "Update QuickBooks", then select Update QuickBooks and follow the instructions.

 

Task 2:  Disconnect Accounts at Westfield Bank

  1. Choose Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Choose Edit menu > Edit Account.
  4. Click on the Bank Feed Settings tab in the Edit Account window. 
  5. Select Deactivate All Online Services and click Save & Close.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps for each account to be disconnected.

 

Task 3:  Reconnect Accounts to Westfield Bank

  1. Choose Banking menu > Bank Feeds > Set Up Bank Feed for an Account.
  2. Enter, then select "Westfield Bank, FSB" - New. Click Next.
  3. If prompted for connectivity type, select Direct Connect.
  4. Link your bank accounts with the existing QuickBooks accounts and click Connect.

 

Task 4:  Recreate Online Payments

If you do not use Bill Pay within QuickBooks, your conversion is complete. If you use online bill payments from within QuickBooks, you will now want to recreate your online bill payments.

For assistance in recreating payments, choose Help menu > QuickBooks Help. Search for "Pay A Vendor Online" and follow the instructions.

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