Note: Reconciled transactions that were uncleared, modified, deleted, or voided in a previous QuickBooks for Mac version will not appear on the Reconciliation Discrepancy report. Import sales data from Square. QuickBooks for Mac Member FDIC Questions, contact your local Bank Midwest team or call 844.238.3838. NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts. As AltaOne Federal Credit Union completes its system upgrade, 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 process should take 15–30 minutes. Casey jones mask pepakura file. 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. 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 AltaOne on or after July 5, 2017. Choose Lists menu > Chart of Accounts. Select the account you want to deactivate. Choose Edit menu > Edit Account. In the Edit Account window, click the Online Settings button. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save. Click OK for any dialog boxes that may appear with the deactivation. Repeat steps for each account to be disconnected. Task 3: Reconnect Accounts to AltaOne on or after July 5, 2017. Log in to AltaOne Federal Credit Union 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. You can create any type of map whether its jungle or castle with building blocks in this game. Download minecraft for mac 10.7.5. Click File > Import > From Web Connect. If prompted for connectivity type, select Web Connect. 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. ![]() Click Continue. Click OK to any informational prompts. Add or match all downloaded transactions in the Downloaded Transactions window. Repeat steps for each account to be reconnected. How to create a QuickBooks backup If you are using QuickBooks 2017 (Windows or PC version), the following instructions will help you create a company file for backup: • Create the company backup file. • Go to the File menu, choose Back Up Company, and then select Create Local Backup. ![]() • A “Create Backup” window will appear, choose Local Backup, and click on the Options button to designate the backup file “location.” • (example: C: temp ) You may use the Browse button to search out the location. Then click NEXT • A “Create Backup” window will appear. • Save it now and click NEXT. • Create/enter the name for the backup file. (example: XYZ Co QB backup ) The backup company file is saved with a.QBB extension. • Click SAVE. • After the backup is complete please e-mail a copy to your MJ contact using SafeSend as follows: • Go to and click on SAFESEND in the upper right-hand corner. A new webpage will open where you will enter your information in the gray pane. On the right, select the plus button to find your recipient. Add your subject and message where indicated, then either drag files to or click on “Drag files here” box, to browse for and add attachments. Please note there is an upload limit of 25 files. Click Send Files. You will be prompted to enter an access code, which will be emailed to the address provided. • Alternatively, you can click this link to access the page: • Also, even though it might seem logical, please do not send an Accountant’s Copy of your QuickBooks data. We will need the Company Backup file. We will not return this copy to you. • Please remember to provide accountant with USERNAME(S) and/or PASSWORDS, if applicable. Prepare a file for conversion from QuickBooks for Mac to QuickBooks for Windows Due to the differences between the operating systems, converting a file from QuickBooks for Mac to QuickBooks for Windows requires some file preparation. Preparing the file • Update your version of QuickBooks Desktop for Mac to the latest release. • Check for any special characters in the file name and Company Name, such as!@#$%^&*.
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