QuickBooks for Mac 

Conversion Instructions - Web Connect

Introduction

As First Security Bank of Nevada completes its system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your User ID and Password for each Financial Institution.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Thank you for making these important changes!

Documentation and Procedures

Task 1: Conversion Preparation

1.     Backup your data file. For instructions to back up your data file, choose the Help menu and use the Search bar available at the top. Search for Back Up and follow the instructions on screen.  The first time you do a backup, QuickBooks will guide you through setting backup preferences.

2.     Download the latest QuickBooks Update. For instructions to download an update, choose Help menu and use the Search bar available at the top. Search for Update QuickBooks, select Check for QuickBooks Updates and follow the instructions.

Task 2: Disconnect Accounts at First Security Bank of Nevada on or after June 14, 2017

1.     Choose Lists menu > Chart of Accounts.

2.     Select the account you want to deactivate.

3.     Choose Edit menu > Edit Account.

4.     In the Edit Account window, click the Online Settings button.

5.     In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.

6.     Click OK for any dialog boxes that may appear with the deactivation.

7.     Repeat steps for each account to be disconnected.

Task 3: Reconnect Accounts to First Security Bank of Nevada on or after June 14, 2017

1.     Log in to https://www.fsbnv.com/  and download your QuickBooks Web Connect File.

NOTE:        Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

2.     Click File > Import > From Web Connect.

3.     If prompted for connectivity type, select Web Connect.

4.     The Account Association window displays during setup. For each account you wish to download into QuickBooks, click Select an Account to choose the appropriate existing account register.

IMPORTANT:        Do NOT select “New” under the action column.

5.     Click Continue.

6.     Click OK to any informational prompts.

7.     Add or match all downloaded transactions in the Downloaded Transactions window.

8.     Repeat steps for each account to be reconnected.

SBA Loans

 

To Report Your Debit Card
Lost or Stolen


Phone: 
1-800-500-1044
24 Hours a Day / 7 Days a Week

 

Quicken, Quickbooks, and Intuit Users Click Here  |  Privacy Policy  |  Customer Awareness  |  Site Map  |  Home

© Copyright 2015 First Security Bank of Nevada. All Rights Reserved.

Member FDICEHL

You are leaving First Security Bank of Nevada

By clicking Continue, you will be taken to a website that is not affiliated with First Security Bank of Nevada. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of First Security Bank of Nevada's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of First Security Bank of Nevada.

Continue
×

Unsecure Email Disclosure

Your privacy is very important to us. We would like to advise you that Internet email is not secure. Please do not submit any information that you consider confidential. We recommend you do not include your social security or account number or other specific identifying information.

Continue
×