Call QuickBooks Technical Support to Switch from Direct Connect to Express Web Connect Online Banking in QuickBooks Desktop

In this post, we will use Express Direct connect online banking in QuickBooks Desktop. You will access new and improvised Express Web Connect online banking. Our QuickBooks Technical Support team will manage and allow you to keep record of the transactions of financial transactions.

But, before moving to further steps, you must check the latest release of QuickBooks versions so that QuickBooks can support all files and folders.

Go through the guidelines given by QuickBooks Technical Support team:

Method 1: Prepare to switch to Express Web Connect

While you are running this method you must check for the transaction which should not show pending status

• Create a backup of your company file in QuickBooks Desktop.
• In the File menu, click on Switch to Single-user Mode.
• In the Company menu, choose My Company.
• In the My Company window, click on Sign in.
• Delete all the payments or checks which are pending
• Add and match transactions which were downloaded earlier.

Method 2: Deactivate Bank feeds for an account

Before you make a switch to Express Web Connect, disconnect your QuickBooks account and refresh your connection.

If above described method does not work, consult QuickBooks Technical Support team.

Method 3: Set up an account for Bank feeds

If you are thinking to download your bank transactions, you must set up your bank account in QuickBooks:

• In the Banking menu, click on Bank Feeds, then choose Set Up Bank Feed for an Account.
• Enter the name of your bank or financial institution in the Enter your bank’s name field
• From My Company log in page, sign in using your Intuit account authentication.
• Type your online banking account credentials which are needed, then choose Connect. QuickBooks will connect to the server of the bank.
• Choose the accounts you want to connect to QuickBooks, then click on Connect.
• Click on Close.

If not able to switch, immediately contact QuickBooks Support team

Method 4: Download transactions via Express Web Connect

• In this method, you will be able to download the transactions
• In the Banking menu, click on Bank Feeds, then choose Bank Feeds Center.
• In the Bank Accounts list, choose the account for which you want to download the transaction.
• Click on the Download Transactions.
• Once you have downloaded the transactions, click on Transaction List so that transaction can be processed.

If you are still struggling with the switching from Direct Connect to Express Web Connect Online Banking in QuickBooks Desktop, instantly contact QuickBooks technical Support or you can also drop a mail to us at support@helpdeskaccounting.com. You can also get connected with our chat experts who are available all round the clock to help you instantly. Our support team guide you more efficiently and effectively so that you can focus on your accounting data of your company.