QuickBooks Desktop Conversion Instructions
- July 9, 2024
- QuickBooks
Table of Contents
QuickBooks Desktop Conversion
Specifications
- Product Name: QuickBooks Desktop Conversion Instructions
- Compatibility: Windows and Mac
FAQs
- Q: How often should I back up my QuickBooks data file?
- A: It is recommended to backup your QuickBooks data file regularly, preferably after making significant changes or transactions.
Backup Data
- Backup QuickBooks Windows Data File & Update.
- a. Choose File > Back Up Company > Create Local Backup.
- b. Download the latest QuickBooks Update. Choose Help > Update QuickBooks Desktop.
Deactivate and Reconnect Accounts
- Deactivate online banking connection for accounts connected to Westerra
- a. Choose Lists menu > Chart of Accounts.
- b. Right-click the first account you want to deactivate and choose Edit Account.
- c. Click the Bank Feeds Settings tab in the Edit Account window.
- d. Select Deactivate All Online Services and click Save & Close.
- e. Click OK for any alerts or messages that may appear with the deactivation.
- f. Repeat steps for any additional accounts that you need to deactivate.
- Reconnect online banking connection for accounts that you deactivated.
- a. Log in to your Westerra Digital Banking account and download your transactions to a QuickBooks (.qbo) file.
- Note: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
- b. In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.
- c. In the Select Bank Account dialog select Use an existing QuickBooks account.
- Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.
- d. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.
Backup Data
- Back up your QuickBooks Mac data file & update the application.
- a. Choose File > Backup.
- b. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
Deactivate and Reconnect Accounts
- Deactivate online banking connection for accounts connected to Westerra
- a. Choose Lists > Chart of Accounts.
- b. Select the first account you would like to deactivate and choose Edit > Edit Account.
- c. Select Online Settings in the Edit Account window.
- d. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
- e. Click OK for any dialog boxes that may appear with the deactivation.
- f. Repeat steps for any additional accounts that apply.
- Reconnect online banking connection for accounts that apply.
- a. Log in to your Westerra Digital Banking site account and download your transactions into to a QuickBooks (.qbo) file.
- Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
- b. In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
- c. In the Account Association window, click Select an Account to choose the appropriate existing account register.
- Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks.
- d. Click Continue and OK for any dialog boxes that require action.
Read User Manual Online (PDF format)
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