QuickBooks Online Edition


As Midwest Bank completes its system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

Documentation and Procedures

Conversion – Information only

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.

Task 1: Connect to Midwest Bank for a final download by September 12, 2016

NOTE:Please skip to page 4 if you Manually Import Transactions.

1. Choose Transactions > Banking.

2. In the upper right corner, click Add Account.

3. Enter Midwest Bank and click Find.

4. Click the link for Midwest Bank.

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.

Task 2:Undo Excluded Transactions

  • Choose Transactions > Banking.
  • Click the Excluded tab.
  • Click the checkboxes for the transactions you want to include.

10.Click Batch Actions > Undo.

11.Transactions will appear again in the New Transactions tab for you to work with.

Additional Instructions: Manually Import Transactions

1. Log in to Midwest Bank website at www.midwestbank.net.

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 Midwest Bank 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.