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QUICKBOOKS - ONLINE EDITION - CONVERSION INSTRUCTIONS

QuickBooks Online Edition (QBO V78)

Introduction

After your account has transitioned to Simmons Bank, you will need to modify your QuickBooks settings to ensure the smooth transition of your data.

To complete these instructions, you will need your online banking ID and password for Simmons Bank online banking. You will need to have already logged into your online banking at www.simmonsbank.com to choose your permanent password and security settings.

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

Documentation and Procedures

Conversion Information Only

QuickBooks Online data is stored on Intuit servers in the cloud. Since we update your records with every change, we cannot restore your file to a previous point in time.

QuickBooks Online automatically updates your selected version so you are always on the latest release.

IMPORTANT:

QuickBooks Online edition connectivity services may be interrupted up to 3-5 business days after the conversion is complete.

  1. Choose Transactions > Banking.
  2. Click on the account you'd like to disconnect, then click the Pencil Icon.
  3. Click on Edit Account Info.
  4. Check the box next to Disconnect this account on save.
  5. Click Save.
  6. Repeat steps 2—6 for each account.
  1. Choose Transactions > Banking.
  2. In the upper right corner, click Add Account
  3. Enter Simmons Bank NEW, and click Find.
  4. Click the link for Simmons Bank NEW.
  5. Type your User ID and Password. Click Log In.
  6. Ensure you associate the account for Simmons Bank to the appropriate account already listed under QuickBooks Accounts. You will want to select the matching accounts in the drop-down menu.

    IMPORTANT:

    Do NOT select +Add new. If you are presented with accounts you do not want to track in this data file, Uncheck the box next to the Account name.

  7. After all accounts have been matched, click Connect.
  8. When the download is finished click I'm done. Let’s go!
  1. Choose Transactions > Banking.
  2. In the New Transactions section, click the checkboxes for the transactions you want to exclude.
  3. Click Batch Actions > Exclude Selected.

    NOTE:

    If you accidentally exclude a transaction, you can include it again.

  1. Choose Transactions > Banking.
  2. Click the Excluded tab.
  3. Click the checkboxes for the transactions you want to include.
  4. Click Batch Actions > Undo.
  5. Transactions will appear again in the For Review tab for you to work with.
  1. Log in to Simmons Bank's website at www.simmonsbank.com.
  2. Download one of the following Web Connect files.
    1. .qbo (QuickBooks)
    2. .qfx (Quicken)
  3. In QuickBooks Online, choose Transactions > Banking.
  4. In the upper right corner, click File Upload.
  5. Click Browse and select Simmons Bank Web Connect file from your computer.
  6. Click Next.
  7. In the drop-down menu, select the account where you'd like to upload the transactions.
  8. When the download is finished click I'm done. Let’s go!
  9. After your download finishes, click the New Transactions tab to see what was downloaded.

Thank you for making these important changes!