To navigate this document, just click the link below that matches your product and connectivity: These instructions refer to two “Action Dates.” The 1st Action Date and 2nd Action Date in the instructions will be provided to you by your financial institution. This document contains instructions for both Windows and Mac, and both connectivity types (Direct Connect and Web Connect). QuickBooks Desktop Conversion InstructionsĪs your financial institution completes its system conversion, you will need to modify your QuickBooks settings to ensure that your data connectivity transfers smoothly to the new system.
