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Level 1

Need help with updating to Direct Connect from Web Connect.

I have 3 Chase accounts. Checking, Credit Card and Line of Credit. I recently signed up for Direct Connect and only 1/3 accounts can be modified to download directly from Chase. My Checking and Credit Card accounts are still set to Web Connect and when I go in to try and change/update the settings Direct Connect is grayed out even though I have subscribed to Chase Direct Connect and it's confirmed for all 3 accounts. On Windows based QB you can re-brand and rest online banking. I don't know the process for the Mac version.

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Best answer December 10, 2018

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Level 8

Need help with updating to Direct Connect from Web Connect.

Edit the accounts in question. From the online settings tab select not enabled, next use banking>online banking setup and setup the accounts.

View solution in original post

8 Comments 8
Highlighted
Level 8

Need help with updating to Direct Connect from Web Connect.

Edit the accounts in question. From the online settings tab select not enabled, next use banking>online banking setup and setup the accounts.

View solution in original post

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Level 1

Need help with updating to Direct Connect from Web Connect.

Thanks for the quick reply. Worked perfectly! = )
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Level 8

Need help with updating to Direct Connect from Web Connect.

Glad we are back on track
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Level 1

Need help with updating to Direct Connect from Web Connect.

So I have a similar issue (years later) where I initially had it as a Web Connect, but realized I could take advantage of the Direct Connect. However, they are loading as two separate accounts. I tried to merge them and I tried the method here. I'm noticing that when the Direct Connect syncs with my bank it's leaving out all of the transactions that were initially downloaded with Web Connect. I understand this is to prevent duplicates but is there a cache or something that I can clear to prevent this?

 

Thank you!

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QuickBooks Team

Need help with updating to Direct Connect from Web Connect.

Hi jameswatson,

 

We're unable to modify the bank settings to download the transactions again. You'll want to use the Web Connect feature to re-download the transactions.

 

I've got these articles for reference:

 

Please feel free to add a comment if you have any additional questions or other concerns. Stay safe.

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Level 1

Need help with updating to Direct Connect from Web Connect.

whoops, duplicate post erased.

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Level 1

Need help with updating to Direct Connect from Web Connect.

Thanks RenjolynC,

 

I should clarify.

 

I do not need to download again, but I just need the information from the "web connect" download to be in the same bank account as the "direct connect" information because they are the same account. 

 

I started with web connect and was inputting transactions through that, but upgraded to use the direct connect, but I can't seem to put them in the same account so I started a new account and tried to merge them but that doesn't work either. How do bring all of these transactions into the same "downloaded transactions" page since they are all from the same bank account?

 

Does that make sense?

Highlighted
QuickBooks Team

Need help with updating to Direct Connect from Web Connect.

Thanks for the response, @jameswatson.

 

I'm here to help you get your Online Bank Feeds straightened out in QuickBooks Desktop.

 

There's not a way to have both Web Connect and Direct Connect linked to the same account at the same time. If you're are looking to switch to Direct Connect, then you'll have to make sure you're caught up with the transactions in the Web Connect before disconnecting. Once completed, then you can connect your bank to the Direct Connect and have all the transactions imported with ease. No worries, I'm here to walk you through the process.

 

Let's begin by making sure that all of the downloaded transactions have been matched or deleted for the Web Connect account. QuickBooks won't let you make changes if there are still pending transactions. 

 

Once completed, then you can disconnect the account. I've provided the steps below on how to do this:

 

QuickBooks Desktop for Windows:

  1. Go to Lists in the top menu, then Chart of Accounts.
  2. Right-click the account you want to deactivate, then choose Edit Account.
  3. Go to the Bank Settings tab.
  4. Press Deactivate all online services and then OK to confirm.
  5. Hit Save & Close.

QuickBooks for Mac:

  1. Go to Lists in the top menu, then Chart of Accounts.
  2. Highlight the account and select the pencil icon to edit.
  3. Select Online Settings.
  4. In the Download Transactions drop-down menu, choose Not enabled.
  5. Hit OK to confirm, then press OK to close the window.

You're almost there! The last step is to connect your bank through Direct Connect. You can follow this Community Article on how to do this: Set up account for Bank Feeds.

 

If you need further assistance, please don't hesitate and reach back out to me. I'm always here to help. Have a great day.

 

 

 

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