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1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Update Software and follow the instructions.

1. Locate your Quicken Web Connect file that you downloaded from the old First Bank Texas Online Banking system.
2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to deactivate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Deactivate. Follow the prompts to confirm the deactivation.
5. Click on the General tab.
6. Remove the financial institution name and account number. Click OK to close the window.
7. Repeat steps for each account to be disconnected.

1. Download your Quicken Web Connect file from First Bank Texas.
   NOTE: Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.
2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
3. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu.
   Associate the imported transactions to the correct account listed in Quicken.

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates and follow the instructions.

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Update Selected Online Account.
3. Sign in to online banking and download transactions for an account.
4. Import the transactions.
5. Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Settings.
3. Select Set up transaction download.
4. Enter First Bank Texas in the Search field, select the name in the Results list and click Continue.
5. Log in to First Bank Texas Internet Banking. Download a file of your transactions to your computer. NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
6. Drag and drop the downloaded file into the box Drop download file. NOTE: Select Web Connect for the Connection Type if prompted.
7. In the Accounts Found screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select Link to pick your existing account. IMPORTANT: Do NOT select ADD under the action column unless you intend to add a new account to Quicken.
8. Click Finish.
9. Repeat steps for each account to be connected.

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing Up Your Data and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for UpdatesUpdates, select Checking for Updates to Quicken and follow the instructions and follow the instructions.

1. Choose Online menu > Download Transactions.
2. Select your account from the drop-down list.
3. Click Download to access First Bank Texas.
4. Enter your User ID and Password to login to the website. Download your transactions through [Enter Date] into Quicken.
5. Repeat the download process for each account you have (such as checking, savings, credit cards and brokerage).
6. Once all accounts have been downloaded, accept all transactions into your Quicken account registers.

1. Choose Lists menu > Accounts.
2. Select the account to deactivate and click Edit.
3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.
4. Remove the information within the Account Number and Routing Number fields.
5. Click OK to save your edits.
6. Repeat steps 2 – 5 for each account to be disconnected.
7. Verify your account list does not display a blue online circle icon for the accounts you are disconnecting.

1. Download your Quicken Web Connect file from First Bank Texas.
   NOTE: Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.
2. Import your transactions to Quicken.
3. Associate the account to the appropriate account already listed in Quicken. Select Use an existing account.
4. Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click OK.
5. Repeat steps for each account to be reconnected.
6. Choose Lists menu > Accounts. Verify each account at [Financial Institution B] has a blue online circle indicating it has been reactivated for online services.

1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.

1. Choose Tools menu > One Step Update.
2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to deactivate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Deactivate. Follow the prompts to confirm the deactivation.
5. Click on the General tab.
6. Remove the financial institution name and account number. Click OK to close the window.
7. Repeat steps for each account to be disconnected.

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to activate.
3. In the Account Details/ dialog, click the Online Services tab.
4. Click Set up Now.
5. Use Advanced Setup to activate your account.
6. Enter First Bank Texas in the search field, select the name in the list and click Next.
7. If presented with the Select Connection Method screen, select Express Web Connect.
8. Enter your User IDand Password. Click Connect.
9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
11. Click Done or Finish.

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up select Backing up data files, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select Check for Updates and follow the instructions.

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Update Selected Online Account.
3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing.

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Settings.
3. Select Troubleshooting > Deactivate Downloads.
4. Repeat steps for each account to be disconnected.

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Settings.
3. Select Set up transaction download.
4. Enter [Financial Institution B] in the Search field, select the name in the Results list and click Continue.
5. Enter your User Id and Password and click Continue.
6. If the bank requires extra information, enter it to continue.
7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.
8. Select Finish.

1. Backup your data file. For instructions to back up your data file, choose Help menu > QuickBooks Help. Search for Back Up and follow the instructions.
2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu > QuickBooks Help. Search for Update QuickBooks, then select Update QuickBooks and follow the instructions. NOTE: If multiple computers do not use the same QuickBooks data file, skip step 3. QuickBooks activities such as Online Banking cannot be performed in multi-user mode because of the way the activities interact with a company data file
3. Switch to single user mode. For instructions to switch to single user mode, choose Help menu > QuickBooks Help. Search for Switch to Single User Mode and follow the instructions. NOTE: If you are not using Classic Mode (Register Mode), enable it for the conversion. You can change it back after the conversion is complete.
4. Enable Classic Mode (Register Mode).
5. For instructions to enable Classic Mode (Register Mode), choose Help menu > QuickBooks Help. Search for Banking Feed Modes, select Bank Feeds Modes overview, scroll down, and follow the instructions.

1. Log in to First Bank Texas and download your QuickBooks Web Connect file.
2. Click File > Utilities > Import > Web Connect Files.
3. Link your bank account with the existing QuickBooks account and click Continue.
4. Repeat steps for each account.

If new transactions were received from your connection, accept all new transactions into the appropriate registers.
If you need assistance matching transactions, choose Help menu > QuickBooks Help. Search for Matching Transactions and follow the instructions. NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.

1. Choose the Lists menu > Chart of Accounts.
2. Select the account you want to deactivate.
3. Click Edit menu > Edit Account.
4. Click on the Bank Feed Settings tab in the Edit Account window.
5. Select Deactivate All Online Services and click Save & Close.
6. Click OK for any dialog boxes that may appear with the deactivation.
7. Repeat steps for each account to be disconnected.

1. Log in to First Bank Texas Internet Banking and download your QuickBooks Web Connect file.
2. Click File > Utilities > Import > Web Connect Files. NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
3. If prompted for connectivity type, select Web Connect.
4. Click the Import new transactions now radio button, then click OK. NOTE: If you previously removed the check from the “Always give me the option of saving to a file…” option, then this dialog will not display.
5. In the Select Bank Account dialog, click Use an existing QuickBooks account.
6. In the corresponding drop-down list, select your QuickBooks account, and click Continue.
7. Confirm the prompt by clicking OK.
8. Repeat steps for each account to be reconnected. IMPORTANT: Verify that all transactions downloaded successfully into your account registers.

NOTE: If you prefer Classic Mode (Register Mode), you are finished with your conversion. If you use Express Mode for online banking, you may now re-enable the mode.

For instructions to enable Express Mode, choose Help > QuickBooks Help. Search for Banking Feed Modes, then select Bank Feed Modes overview, and follow the instructions.

1. Backup your data file. For instructions to back up your data file, choose the Help menu and use the Search bar available at the top. Search for Back Up and follow the instructions on screen. The first time you do a backup, QuickBooks will guide you through setting backup preferences.
2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu and use the Search bar available at the top. Search for Update QuickBooks, select Check for QuickBooks Updates and follow the instructions.

1. Log in to First Bank Texas and download your QuickBooks Web Connect file.
2. Click File > Import > Web Connect Files.
3. Link your bank account with the existing QuickBooks account and click Continue.
4. Repeat steps for each account.

If new transactions were received from your connection, accept all new transactions into the appropriate registers.
If you need assistance matching transactions, choose the Help menu and use the Search bar available at the top. Search for Updating Your Register, select the article with that name and follow the instructions. NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.

1. Choose the Lists menu > Chart of Accounts.
2. Select the account you want to deactivate.
3. Choose Edit menu > Edit Account.
4. In the Edit Account window, click the Online Settings button.
5. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.
6. Click OK for any dialog boxes that may appear with the deactivation.
7. Repeat steps for each account to be disconnected.

1. Log in to First Bank Texas Internet Banking and download your QuickBooks Web Connect file.
2. Click File > Import > From Web Connect. NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
3. If prompted for connectivity type, select Web Connect.
4. The Account Association window displays during setup. For each account you wish to download into QuickBooks, click Select an Account to choose the appropriate existing account register. IMPORTANT: Do NOT select “New” under the action column.
5. Click Continue.
6. Click OK to any informational prompts
7. Add or match all downloaded transactions in the Downloaded Transactions window
8. Repeat steps for each account to be reconnected

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.

NOTE: Please go here if you Manually Import Transactions.

1. Choose Transactions > Banking.
2. In the upper right corner, click Add Account.
3. Enter [Financial Institution A] and click Find.
4. Click the link for First Bank Texas.
5. Type your User Id and Password and click Log In.
6. If the bank requires extra information, enter it to continue.
7. Choose an account type for each account you’re connecting.
8. Click Connect to download up to 90 days of transactions. NOTE: If you need a shorter date range, click Need a shorter date range? at the top and choose between 0, 7, or 30 days.
9. After your download finishes, click the New Transactions tab to see what was downloaded.

If new transactions were received from your connection, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”. If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

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 at First Bank Texas.

1. Choose Transactions > Banking.
2. In the upper right corner, click Add Account.
3. Enter First Bank Texas, and click Find.
4. Click the link for First Bank Texas.
5. Type your User ID and Password. Click Log In.
6. Ensure you associate the account for First Bank Texas 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 New Transactions tab for you to work with.

1. Log in to First Bank Texas Internet Banking.
2. Download one of the following Web Connect files: .qbo (QuickBooks), .qfx (Quicken).
3. In QuickBooks Online, choose Transactions > Banking.
4. In the upper right corner, click File Upload.
5. Click Browse and select First Bank Texas 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.

For a successful account update, do not login into Mint.com for First Bank Texas until 5 business days after Tuesday February 20, 2018.

During this time, the Mint.com server will automatically make the system conversion for your activated accounts.
If you login into Mint.com during this time, you may see duplicate accounts or an error displayed. Please do not
attempt to change the status or make any changes in Mint.com during this time. After 5 business days, the accounts
should reconcile showing your transaction history available.

In the event that your accounts do not display current transactions after 5 business days, you may log back into Mint.com
and click refresh to update the account. After the download completes, click the Transactions tab to view up to 90 days
of transaction history

This is the most common issue after a system conversion. Duplicate transactions may be an issue if your register is
out of balance or you are asked to add an adjustment during reconciliation.

Here are actions you can take to resolve:

1. If the duplicate transactions have not been added to the register, they can be deleted
   individually prior to accepting.
2. If the transactions have already been added to the register, they can be deleted from
   the register individually or in groups.

QuickBooks Knowledge Base Article
Delete transactions from Online Banking Center: http://intuit.me/2DIAsRp

Quicken
If there are too many transactions to delete individually, or it is too difficult to follow the
instructions to delete multiple transactions, restore a backup file and download the transactions again.

Important: If the backup was not made right before following the conversion instructions, the customer
must manually delete the transactions.

Quicken Knowledge Base Articles:

• Edit and Delete Downloaded Investment Transactions: http://bit.ly/2kramvM
• Delete Transactions: http://bit.ly/2krgMvc
• Problem Description: http://bit.ly/2wCJIEF

You are unable to link to an existing account, you are prompted to create a new account,
or you are only given the choice to add a new account.

Here are actions you can take to resolve:

1. First, confirm that all accounts have been deactivated, including inactive (QuickBooks) or
   hidden (Quicken) accounts.
2. Then, if you’re working in QuickBooks, delete any downloaded transactions that do not
   match the register in the Online Banking Center. If you’re working in Quicken, delete the
   duplicate accounts.
3. Finally, repeat the reconnection steps.

QuickBooks Knowledge Base Articles:

• Add and match Bank Feed transactions: http://intuit.me/2B9Uhy0
• Hide mistakenly-added accounts: http://intuit.me/2FMgCFr

Quicken Knowledge Base Articles:

• You are prompted to create a new account: http://bit.ly/2lRtHTV
• You need to delete an account: http://bit.ly/2xMcZvq
• You need to hide an account: http://bit.ly/2lQGuWU

Your transactions are downloading into the wrong account.

Here are actions you can take to resolve:

1. First, open the account register for the incorrectly linked account..
2. If the transactions have not yet been accepted into the register in QuickBooks, delete
   them in the Online Banking Center. Then, deactivate the account. If the transactions have
   not yet been accepted into the register in Quicken, delete the transactions..
3. If the transactions have already been added to the register in Quicken or QuickBooks,
   restore a backup.
4. Finally, repeat the reconnection steps. Be sure the customer links to the correct account
   when reconnecting.

QuickBooks Knowledge Base Articles:

• Delete Non-matching Transactions: http://intuit.me/2wCoXZO

Quicken Knowledge Base Articles:

• Handling Transactions in the Wrong Account: http://bit.ly/2lMnoV1