Northwest 2021 Personal Online Banking Upgrade Instructions

Table of Contents

Northwest 2021 Personal Online Banking-fig1

As we complete our online banking upgrade, you will need to modify your Quick Books Online settings to ensure that your data connectivity transfers smoothly to the new system. This document contains instructions for both connectivity types (Express Web Connect and Web Connect).
To ensure a seamless transition, pay attention to the dates and steps that need to be completed on time.
IMPORTANT: Express Web Connect will not be available from Friday, August 27 at 3 p.m. until Monday, September 6, so please use another connectivity type if you need transaction updates during this downtime.
To navigate this document, simply click the link below that matches your product connectivity:

Instructions for One-Step Update initiated from within Quick Books Online
Quick Books Online Express Web Connect – Page 2

Instructions for Downloading a Web Connect file from Northwest Online Banking
Quick Books Online Web Connect – Page 3

Before Friday, August 27 at 3 p.m.:

Complete a final transaction download.
Complete last transaction update before the change to get all of your transaction history up to date.
Accept all new transactions into the appropriate registers.

Beginning Monday, August 30:
Disconnect online banking connection for accounts connected to Northwest Bank.

Select Banking from the left column.
Click the account you want to disconnect, then click the Pencil Icon on the corner of that account box.
Click Edit Account Info.
Check the box next to Disconnect this Account on Save.
Select Save and Close.
Repeat steps for any additional accounts that apply.

Beginning Monday, September 6:

Reconnect online banking connection for accounts that apply.
- On the Banking page, click Add Account in the upper-right side of the screen.
- Type Northwest Bank DC and choose the correct option from the results.
- Enter your Northwest credentials and click Continue. Express Web Connect uses the same credentials you use for your institution’s online banking.
- Provide additional information, if requested.
- Ensure you associate the accounts for Northwest to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu.
  Important: Do NOT select “+Add New” unless you intend to add a new account to Quick Books Online. If you are presented with accounts you do not want to track in this Quick Books Online Company, Uncheck the box next to the Account Name.
- After all accounts have been matched, click Connect and then click Finish.
Exclude Duplicate Transactions.
- Select Banking from the left column.
- In the For Review section, click the check boxes for the transactions you want to exclude.
- Choose Batch Actions > Exclude Selected.

Before Friday, August 27 at 3 p.m.:

Complete a final transaction download.
Complete last transaction update before the change to get all of your transaction history up to date.
Accept all new transactions into the appropriate registers.

Beginning Monday, August 30: