How To Switch From Direct Connect To Express Web Connect Online Banking in QuickBooks Desktop

Here we will discuss how to use the Express Web Connect online banking in QuickBooks Desktop. And also the steps to switch from direct connect to express web connect online banking. Express web connect is the new and improved Express Web Connect online banking. With this feature, you can keep track of your financial transactions. Before performing the steps to switch on Express Web Connect you need to make sure to update your QuickBooks with the latest release. So follow up the article information and get your online banking switched. If you have any issue related to it then contact us on:+1-844-405-0904

Steps To Switch From Direct Connect To Express Web Connect Online Banking

Step 1: Prepare to switch to Express Web Connect

Important: you need to make sure that you do have not any pending transaction

• At very first, you need to create a backup of your company file.
• Next, click on the File menu, later, click on Switch to Single-user Mode.
• Now, go to the Company menu, click on My Company.
• Now, click on the My Company window, next click on Sign in.
• Note: If you have not already intuit account, then first create your Intuit account or recover your user ID and password.
• Later, Delete all your pending online payments or checks.
• Add and match earlier downloaded transactions.

Step 2: Deactivate Bank feeds for an account

It is recommended to disconnect your account to refresh your connection before you switch to Express Web Connect. Here below are the steps to deactivate bank feeds from your account.

Step 1: Finish your online banking

First, we are advised to match or delete all of the downloaded transactions for your account Before you deactivate Bank Feeds. This is because QuickBooks will not allow you to make changes if there is any transaction pending.

Step 2: Deactivate Bank Feeds

Keep in mind, you are only allowed to disconnect your accounts from Bank Feeds one at a time. Below are the steps to disconnect QuickBooks Desktop for Windows and Mac.

QuickBooks Desktop for Windows

• Open your QuickBooks Desktop and click on the Lists and later look for the Chart of Accounts and click on it.
• Next, go to the account that you need to deactivate and click on it. Next, click on the Edit Account.
• Later, click on the Bank Settings tab.
• Click on Deactivate all online services and next, click on OK to confirm.
• Click on Save & Close your QuickBooks Desktop.

QuickBooks for Mac

• First, open your QuickBooks Desktop for Mac, and next click on Lists and lok for the Chart of Accounts and click on it.
• Look for the account and highlight it and next click on the pencil icon to edit.
• Next, click on the Online Settings.
• Go to the download transactions drop-down menu, click on Not enabled.
• Click on OK to confirm, and next click on OK to exit the window.

Step 3: Set up an account for Bank feeds

If you want to download the bank transactions, then you have to set up your bank account in QuickBooks:

• First, click on the Banking menu, and then click on Bank Feeds, and look for Set Up Bank Feed for an Account and click on it.
• Go to the Bank name field, insert your bank name, here, you need to type the name of your bank or financial institution.
• Next, go to the My Company sign in page, use your intuit useraname & password and login to the account
• Now, insert you online banking account credentials(username & Password), and then click on Connect. This step will connect your QuickBooks to the bank’s server.
• Click on the account that you need to connect to QuickBooks, and next click on Connect.
• Last, click on Close.

Step 4: Download transactions via Express Web Connect

Now, everything is good to go after successfully performing the above three steps, now go with the below steps to download transactions by Express Web Connect.

• First, go to the Banking menu, and click on Bank Feeds, then choose the Bank Feeds Center.
• Next, click on the Bank Accounts list, click on the account from which you want to download the transactions.
• Later, click on the Download Transactions.
• When completed, click on the Transaction List to process the transactions.

Some possible error you might encounter while connecting Express Web Connect

Here we will discuss some errors, you may encounter an error when trying to use the Direct Connect or set up Express Web Connect. Check out below the main causes and solutions for a particular error

Direct Connect error messages

This feature is no longer supported

You will receive this error message when are using the latest version of QuickBooks but still working with the Direct Connect 

Connectivity for this financial institution has been disabled

You got this error message when you are using the latest version and release of your QuickBooks.

Setup error messages in Express Web Connect

Here we will discuss the error messages that you may get while setup and use Express Web Connect, check out the below points:

Error 198

You get this error code when you trying to log in with a different User ID. To fix this error, check out the below points.

• Go to the Company menu, and click on My Company.
• Next, click on Sign out.
• Now, you need to login back by using your Intuit ID that you have used to set up the feed to download the transactions.

Error 324

You will receive this error code when QuickBooks is restricted to download account data means you have no permission to download the account data. Check out the below solution to fix this error.

Solution 1: Deactivate Bank feeds.

Step 1: Finish your online banking

First, we are advised to match or delete all of the downloaded transactions for your account Before you deactivate Bank Feeds. This is because QuickBooks will not allow you to make changes if there is any transaction pending.

Step 2: Deactivate Bank Feeds

Keep in mind, you are only allowed to disconnect your accounts from Bank Feeds one at a time. Below are the steps to disconnect QuickBooks Desktop for Windows and Mac.

QuickBooks Desktop for Windows

• Open your QuickBooks Desktop and click on the Lists and later look for the Chart of Accounts and click on it.
• Next, go to the account that you need to deactivate and click on it. Next, click on the Edit Account.
• Later, click on the Bank Settings tab.
• Click on Deactivate all online services and next, click on OK to confirm.
• Click on Save & Close your QuickBooks Desktop.

QuickBooks for Mac

• First, open your QuickBooks Desktop fr Mac and next click on Lists and lok for the Chart of Accounts and click on it.
• Look for the account and highlight it and next click on the pencil icon to edit.
• Next, click on the Online Settings.
• Go to the download transactions drop-down menu, click on Not enabled.
• Click on OK to confirm, and next click on OK to exit the window.

Solution 2: Set up Bank Feeds

Here are the steps to connect your account to Bank Feeds. You have two different methods to set up an account: Direct Connect and Web Connect. You can select the method that is available for your bank. 

Download your transactions with Direct Connect

When you start, first, check out on your bank if any fee for this service or free of charge

• First, go the Banking, and click on the Bank Feeds.
• Next, click on the Set up Bank Feeds for an account.
• Next, look for the Bank’s name field, and insert your name and click for your bank.

If this is your first time for enrollment, then go to the Enrollment site link. You might require to apply for Direct Connect. If while enrollment your bank wants to approve your application, then contact your bank. Or if you want special sign-in credentials. Then ask them for the same.

When you are already enrolled with the service then check out the below steps:

• Click on Continue.
• Now, type your Online Banking ID and Password.
• Click on Connect to reach your QuickBooks to the bank’s server.
• Next, click on the bank account that you require to connect
• Later click on Finish, when your connection completed.

When this is the first time you downloaded a transaction from your bank, then QuickBooks will automatically set up the account for the bank feed. After setting up your account, you will be able to download the transaction from your bank.

Error 350

This error will occur when your access to this feed becomes inactive. You have either removed access to this account through your bank or use it with various QuickBooks company files.

Solution 1: Deactivate Bank feeds.

Step 1: Finish your online banking

First, we are advised to match or delete all of the downloaded transactions for your account Before you deactivate Bank Feeds. This is because QuickBooks will not allow you to make changes if there is any transaction pending.

Step 2: Deactivate Bank Feeds

Keep in mind, you are only allowed to disconnect your accounts from Bank Feeds one at a time. Below are the steps to disconnect QuickBooks Desktop for Windows and Mac.

QuickBooks Desktop for Windows

• Open your QuickBooks Desktop and click on the Lists and later look for the Chart of Accounts and click on it.
• Next, go to the account that you need to deactivate and click on it. Next, click on the Edit Account.
• Later, click on the Bank Settings tab.
• Click on Deactivate all online services and next, click on OK to confirm.
• Click on Save & Close your QuickBooks Desktop.

QuickBooks for Mac

• First, open your QuickBooks Desktop fr Mac and next click on Lists and lok for the Chart of Accounts and click on it.
• Look for the account and highlight it and next click on the pencil icon to edit.
• Next, click on the Online Settings.
• Go to the download transactions drop-down menu, click on Not enabled.
• Click on OK to confirm, and next click on OK to exit the window.

Solution 2: Set up Bank Feeds

Here are the steps to connect your account to Bank Feeds. You have two different methods to set up an account: Direct Connect and Web Connect. You can select the method that is available for your bank. 

Download your transactions with Direct Connect

When you start, first, check out on your bank if any fee for this service or free of charge

• First, go the Banking, and click on the Bank Feeds.
• Next, click on the Set up Bank Feeds for an account.
• Next, look for the Bank’s name field, and insert your name and click for your bank.

If this is your first time for enrollment, then go to the Enrollment site link. You might require to apply for Direct Connect. If while enrollment your bank wants to approve your application, then contact your bank. Or if you want special sign-in credentials, then ask them for the same.

When you are already enrolled with the service then check out the below steps:

• Click on Continue.
• Now, type your Online Banking ID and Password.
• Click on Connect to reach your QuickBooks to the bank’s server.
• Next, click on the bank account that you require to connect
• Later click on Finish, when your connection completed.

When this is the first time you downloaded a transaction from your bank, then QuickBooks will automatically set up the account for the bank feed. After setting up your account, you will be able to download the transaction from your bank.

authentication.user.credentials

You got this error message when there is an issue with the saved login credentials for your Intuit User ID. You can fix this simply just by following below steps:

• Go to the Help menu, and click on the Reset Intuit ID settings.
• In the text field, insert YES, and next click on OK.
• Click on the Company menu, next click on My Company.
• Click on Sign In.
• Now, login using your Intuit login credentials (not your company file credentials).
• Connect to your financial institution again.

88888 No FI accounts found for given credentials. Please try with different credentials

This error message displays when there is no financial institution linked with the account. Check out the below steps to fix this error message.

Solution 1: Deactivate Bank Feed

• Deactivate Bank feeds.To deactivate bank feeds, follow the steps above mentioned in Step 2.
• Next, go to the Help menu, click on Reset Intuit ID settings.
• In the text field, insert YES, and next click on OK.

Solution 2: Run rebuild and verify tool or File Doctor tool

For this error message, you can run rebuild and verify the tool on your company file, if this error will not fix with this tool then run the QuickBooks file doctor tool on your company if still, the error persists then contact our expert support team to fix it this error.

Hope, these steps on how to switch from Direct Connect to Express Web Connect banking in QuickBooks Desktop will work for you, if in case after performing these steps you are still encountering the same issue then feel free to contact us by dialing our toll-free+1-844-405-0904 and get instant help from our Intuit Certified ProAdvisors.