Instructions for QuickBooks® users

By November 1, 2024 11:59 PM EST:

Backup your files

1. Backup QuickBooks Windows Data File & Update.
   1. Choose File > Back Up Company > Create Local Backup.
   2. Download the latest QuickBooks Update. Choose Help > Update QuickBooks Desktop.
2. Complete one last transaction update before the change to get all of your transaction history up to date.
3. Accept all new transactions into the appropriate registers (required).
4. Repeat this step for each account you need to update.

On or after November 5, 2024 12:00 PM EST:

Deactivate your Citizens One Credit Card account in QuickBooks

Deactivate the connections for accounts connected to Citizens One Credit Card.

1. Choose Lists > Chart of Accounts.
2. Right-click the first account you want to deactivate and choose Edit Account.
3. Click the Bank Feed Settings tab in the Edit Account window.
4. Select Deactivate All Online Services and click Save & Close.
5. Click OK for any alerts or messages that may appear with the deactivation.
6. Repeat steps for any additional accounts that you need to deactivate.

Reactivate your Citizens Credit Card account in QuickBooks

To reactivate account(s) using Web Connect:

1. Log into the Credit Card Online website and download your transactions to a QuickBooks (.QBO) file. Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
2. In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.
3. In the Select Bank Account dialog select Use an existing QuickBooks account. Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.
4. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.

By November 1, 2024 11:59 PM EST:

Backup your files

1. Backup your QuickBooks Mac data file & update the application
   1. Choose File > Backup.
   2. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
2. Complete one last transaction update before the change to get all of your transaction history up to date.
3. Accept all new transactions into the appropriate registers (required).
4. Repeat this step for each account you need to update.

On or after November 5, 2024 12:00 PM EST:

Deactivate your Citizens One Credit Card account in QuickBooks

Deactivate the connections for accounts connected to Citizens One Credit Card.

1. Choose Lists > Chart of Accounts.
2. Select the first account you would like to deactivate and choose Edit > Edit Account.
3. Select Online Settings in the Edit Account window.
4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
5. Click OK for any dialog boxes that may appear with the deactivation.
6. Repeat steps for any additional accounts that apply.

Reactivate your Citizens Credit Card account in QuickBooks

To reactivate account(s) using Web Connect:

1. Log into the Credit Card Online website and download your transactions to a QuickBooks (.qbo) file. Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
2. In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
3. In the Account Association window, click Select an Account to choose the appropriate existing account register. Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks.
4. Click Continue and OK for any dialog boxes that require action.

By November 1, 2024 11:59 PM EST:

Backup your files

1. Complete a final transaction download.
2. Complete last transaction update before the change to get all of your transaction history up to date.
3. Accept all new transactions into the appropriate registers.
4. Repeat this step for each account you need to update.

On or after November 5, 2024 12:00 PM EST:

Deactivate your Citizens One Credit Card account in QuickBooks

Deactivate the connections for accounts connected to Citizens One Credit Card.

1. Select Banking from the left column.
2. Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.
3. Click Edit Account Info.
4. Check the box next to Disconnect this Account on Save.
5. Click Save and Close.
6. Repeat steps for any additional accounts that apply.

Reactivate your Citizens Credit Card account in QuickBooks

To reactivate account(s) using Web Connect:

1. Log into the Credit Card Online website and download your transactions to a QuickBooks (.qbo) file.
2. In QuickBooks Online, choose Banking from the left column.
3. Click File Upload in the upper-right side of the screen and use the upload dialog to locate the Web Connect file you downloaded in step 1.
4. Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next. Important: Do NOT choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online.
5. When the import is finished, click Let's go!
6. Review the For Review tab on the Banking page to view what was downloaded.
7. Click Next, and then click Done.
8. Repeat this step for each account that you have connected to this institution.