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Intuit

Switch from direct connect to express web connect online banking

Learn how to use Express Web Connect online banking in QuickBooks Desktop.

You can now use the new and improved Express Web Connect online banking. We’ll help you switch from Direct Connect to Express Web Connect so you can keep track of your financial transactions.

Note: Make sure to update your QuickBooks to the latest release.

Step 1: Prepare to switch to Express Web Connect

Make sure you don’t have pending transactions.

  1. Create a backup of your company file.
  2. Go to File menu, then select Switch to Single-user Mode.
  3. From the Company menu, select My Company.
  4. In the My Company window, select Sign in.
    Note: If you haven't yet, you can create an Intuit account or recover your user ID and password.
  5. Delete pending online payments or checks.
  6. Add and match previously downloaded transactions.

Step 2: Deactivate Bank feeds for an account

Before you switch to Express Web Connect, disconnect your account to refresh your connection.

Step 3: Set up an account for Bank feeds

To download your bank transactions, set up your bank account in QuickBooks:

  1. From the Banking menu, select Bank Feeds, then Set Up Bank Feed for an Account.
  2. In the Enter your bank’s name field, type in the name of your bank or financial institution.
  3. From My Company sign in page, log in using your Intuit account credentials.
  4. Enter your online banking account credentials, then select Connect. QuickBooks will connect to the bank’s server.
  5. Select the account(s) you want to connect to QuickBooks, then select Connect.
  6. Select Close.

Step 4: Download transactions via Express Web Connect

Everything’s set—you can now download your bank transactions.

  1. From the Banking menu, select Bank Feeds, then Bank Feeds Center.
  2. In the Bank Accounts list, select the account you need to download for.
  3. Select the Download Transactions.
  4. Once completed, select Transaction List to process the transactions.

Possible error messages you might encounter

You may encounter an error when you try to use Direct Connect or set up Express Web connect. Here’s the cause and how you can fix it.

Direct Connect error messages

This happens if your QuickBooks is on the latest release and you still try to use Direct Connect.

This feature is no longer supported

If you’re not on the latest version and release of your QuickBooks, you may still get the following error:

Connectivity for this financial institution has been disabled

Setup error messages in Express Web Connect

While you set up and use Express Web Connect, you may encounter the following errors:

This happens if you’re using a different user ID.

  1. From the Company menu, select My Company.
  2. Select Sign out.
  3. Log back in using your Intuit ID you used to set up the feed to download transactions.

This happens if QuickBooks doesn’t have permission to download account data.

  1. Deactivate Bank feeds.
  2. Set up Bank feeds.

This happens if your access to this feed is deactivated. You have either removed access to this account via your bank or use it with different QuickBooks company file.

  1. Deactivate Bank feeds.
  2. Set up Bank feeds.

This happens if there’s an issue with the saved login credentials for your Intuit User ID. This can be fixed with a quick extra step.

  1. From the Help menu, select Reset Intuit ID settings.
  2. Enter YES in the text field, then select OK.
  3. Select Company menu, then My Company.
  4. Select Sign In.
  5. Sign in using your Intuit login credentials (not your company file credentials).
  6. Connect to your financial institution again.

This happens if there’s no financial institution associated with the account.

Solution 1:

  1. Deactivate Bank feeds.
  2. From the Help menu, select Reset Intuit ID settings.
  3. Enter YES in the text field, then select OK.

Solution 2:

You can run rebuild and verify data utility on your company file or use the File Doctor.

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