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QuickBooks®

With Karnes County National Bank

KCNB now offers Web Connect to download account information into QuickBooks®, which gives you the power to manage your finances more effectively.

No manual data entry

Once you're set up, you can download all your transactions right into QuickBooks®—instead of typing them in by hand.

Automatically reconcile data

Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.

No duplicate transactions

Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.

Easier to use

Web Connect files may be automatically opened from within QuickBooks®, which eliminates the need for you to search for files that have been downloaded.

Automatic Account setup

Simply initiate a download to QuickBooks® from the Karnes County National Bank web site, and QuickBooks® or sets up your accounts for you—with your data already up to date.

How to use web connect

Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial institution’s website. Then you import that file into QuickBooks. To use Web Connect, you must have the customer ID and password you use to sign in to your online account at your financial institution’s website.

The first time you use Web Connect, you must go through a setup process, but after the first time, you can skip the setup process.

To use Web Connect for the first time:

  1. Choose Banking > Online Banking Setup.
  2. Select your financial institution from the list and click Next. (Sometimes financial institutions will have multiple listings, one for Direct Connect (DC) and one for Web Connect (WC). If you see this be sure to select the WC option. If you’re asked to select either “Direct connect” or “Web connect,” select “Web connect” and click Next. (If you do not see the screen, go to the next step.)
  3. Click Website to go to your financial institution’s website.
  4. On your financial institution’s website, find the download area for your account and choose the QuickBooks Web Connect option to download your account statement. Your financial institution may call the option “Download account activity,” “Download account history,” or something similar. Follow the onscreen instructions to download the file, which will have a .qbo file extension. Contact your financial institution for more information.
  5. In QuickBooks, choose File > Import > From Web Connect, select the .qbo file you want to import, and then click Open.
  6. For each account shown in the Web Connect file, select the QuickBooks account you want to associate with it, and then click Continue. The account pop-up menu shows available QuickBooks banking accounts if the account you are importing transactions from is:
    • a checking, savings, or money market account
    • available QuickBooks credit card accounts (if you are importing transactions from a credit card accounts
    • available QuickBooks Other Current Liability accounts if you are importing transactions from a line of credit account

The account pop-up menu will not show a QuickBooks account that is already associated with a Web Connect file. If nothing appears in the account pop-up menu, create a bank, credit card, or Other Current Liability account first.

  1. When QuickBooks finishes importing transactions, click OK. QuickBooks displays the transactions in the Downloaded Transactions window.
  2. (Optional) Click Align Windows to display the Downloaded Transactions window and its corresponding account register. You can also display the windows side-by-side by customizing the Downloaded Transactions window toolbar.
  3. Now you can update your register.

 

Now that you’ve used Web Connect the first time, the next times will be easier.  All you have to do is:

  1. Choose Banking > Downloaded Transactions.
  2. Choose an account from the pop-up menu.
  3. Click Download to log in to your financial institution’s website and download a Web Connect file.
  4. Click Import File to import the Web Connect file into QuickBooks.
Texas Banking, Tried & True

QuickBooks® is a registered trademark of Intuit Inc.  Karnes County National Bank is not affiliated with Intuit Inc.

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