How to Specify Preferences in QuickBooks for WebConnect QuickTip

Using the QuickBooks WebConnect Method of Online Banking Access

QuickBooks has service connection preference options related to online banking (if your bank uses the Web Connect method of online access). The first option—Give Me The Option Of Saving A File Whenever I Download Web Connect Data—tells QuickBooks to provide a choice to save data for later processing instead of automatically processing the transactions when you download WebConnect data. QuickBooks provides the choice by opening a dialog that lets you decide whether to import the data immediately or save it to a file so you can import it later (you have to supply a filename). The QuickBooks dialog also includes an option to reset this option. This option only works when you select Open on the file download dialog. If you disable this option, the file is automatically opened and the data is imported into QuickBooks.

Another option with regard to online banking using the WebConnect method of online access is If QuickBooks Is Run By My Browser, Don’t Close It After Web Connect Is Done. Selecting this option means that when you download WebConnect data from your Financial Institution (after selecting Open on the Download dialog), QuickBooks remains open after you process the data. If you deselect this option, QuickBooks closes automatically as soon as your data is processed.

You can enable these settings by doing the following:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Service Connection icon on the left pane and then click the My Preferences tab.
  3. Choose either or both of these options by clicking the appropriate check boxes, and then click OK to save your settings.
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