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Refresh your connection for Express Web Connect online banking

SOLVEDby QuickBooks13Updated September 14, 2023

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

We’ve updated bank feeds to make for a more secure and better banking experience. 

You may need to reconnect your accounts to continue with online banking services. Review these affected accounts:

Account reconnection required: 

  • American Express by 03/30/2023
    • Select American Express Card QBDT in Bank Feed Setup for Credit Card, Charge Card, or Checking accounts.
    • Select American Express Delegate in Bank Feed Setup
      • If you're a Delegate User and Non-Account Holder authorized to connect accounts in Intuit's products
      • If you need to link an account that isn't a Credit Card, Charge Card or Checking account.
    • The bank feed for American Express @work isn't available. We're working with American Express to fix this.
  • Bank of America by 10/11/2022.
    • Select Bank of America - New in Bank Feed Setup 
  • Capital One by 4/30/2022
    • Select Capital One Bank - New in Bank Feed Setup
  • Chase Bank, First USA, Card Member Services, and Bank One a 9/27/2022
    • Select Chase Bank (All) - New for any of these banks in Bank Feed Setup
  • Discover by 6/30/2022
    • Select Discover Card Express Web in the Bank Feed Setup

Step 1: Prepare to switch to Express Web Connect

Make sure to update to the latest release and create a backup of your company file.

  1. Go to File, then select Switch to Single-user Mode.
  2. Select Company, then My Company.
  3. Sign in to your Intuit Account if you’re not already.
    Note: If you haven't yet, you can create an Intuit account or recover your user ID and password.
  4. Delete pending online payments or checks.
  5. Add and match previously downloaded transactions.

How does this affect Bill Pay?

After this change, you won't be able to use Chase Bank, First USA, CardMember Services, Bank One, or Bank of America Bill Pay in QuickBooks. Any scheduled or recurring payments you’ve already set up with:

  • Chase Bank, First USA, CardMember Services, or Bank One will still go through until 9/27/2022.
  • Bank of America will still go through until 10/11/2022.

If you’d still like to continue to pay your bills within QuickBooks Desktop, you can set up QuickBooks Bill Pay powered by Melio.

Step 2: Turn off bank feeds for your account

Before you update your Bank Feeds connection, disconnect all related accounts to make sure you don't have any discrepancies. You'll set them up again with the next step.

Step 3: Set up an account for Bank feeds

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

  1. Go to Banking and select Bank Feeds, then select Set Up Bank Feed for an Account.
  2. Enter the account name and select Next.
    Note: Use the updated account name shown in the Account reconnection required list and return here to complete Step 4.
  3. You’ll see the My Company sign in page. Sign in using your Intuit Account user ID.
  4. Enter your online banking account info, then select Connect. QuickBooks will connect to the bank’s server.
    Note: Your bank may prompt you for a one-time password (OTP).
  5. Select the account(s) you want to connect to QuickBooks, then select Connect.
  6. Select Close.

Note: Chase requires you to authenticate and may open an external browser.  After you sign in, return to QuickBooks. 

Step 4: Download transactions with Express Web Connect

Everything’s set. The next time you use bank feeds, the latest transactions will auto-download. Note: After setup, you may see the previous day of transactions that you’ll need to review and categorize.  Make sure to remove any duplicates.

  1. Go to Banking and select Bank Feeds, then select Bank Feeds Center.
  2. Select the account you need to download.
  3. Select Download Transactions.
  4. Once completed, select Transaction List to process the transactions.

Note: You can select the Add Account dropdown (v), then Manage accounts to view any connection/bank errors.

After July 4, 2022, existing Fidelity account connections in QuickBooks Desktop will no longer function and you won’t be able to add new ones. However, you’ll still be able to connect Fidelity accounts to QuickBooks Online.

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.

Express Connect error messages

Express Web Connect doesn't support the preference for Classic (Register) mode. You'll need to use Express or Advanced mode to download and match transactions .

To check which mode is selected:

  1. Go to Edit and select Preferences.
  2. Select Checking, then select Company.
  3. Look at Bank Feeds to see which mode is selected.

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 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.

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