1 QuickBooks for Mac Conversion Instructions QuickBooks for Mac - Web Connect Introduction As CoBiz Bank completes its system migration, 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.

Quicken and Quickbooks Instructions Quicken & Quickbooks Conversion Instructions FMFCU is introduced its all-new Online Banking on September 4. To continue using Quicken, you will need to complete a simple account deactivation and reactivation process. Documents detailing how to complete this process are listed below based on the product you are using. PLEASE BACK UP YOUR FILES PRIOR TO AUGUST 30 IN CASE YOU MUST RESTORE. CONNECTION DEFINITIONS • With Web Connect you can download your transactions directly from Online Banking and import them into Quicken. • With Express Web Connect, Quicken communicates directly with Online Banking within the Quicken/Quickbooks software.

E-Commerce QuickBooks Integration Setup To setup your Quickbooks Integration follow the steps listed below. You will need to create a Quickbooks.QWC file and download the QuickBooks Web Connector software, as well as a defined user. ( NOTE: the default super admin that exists when the store is created will not work with the QuickBooks Integration tool. Visit the to learn more about creating an Admin User for Quickbooks.) Before you begin, please ensure that you are using a supported version of Quickbooks. The list of supported Quickbooks versions is located. Setting up your QuickBooks Integration • In the Operations > Quickbooks > Account Settings page, select the Admin User you wish to use and your QuickBooks program type.

• Click the Get.QWC file button. • Click the Download Your Store.QWC Filelink. This will open a pop-up asking if you would like to open or save the file.

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Save the file in a easily found folder. You will need to reference this file when you launch the Quickbooks Webconnector program. • Open the QuickBooks software you are integrating with (QuickBooks Financial Software or QuickBooks Point of Sale). Make sure the company you would like to connect to your E-Commerce Web site is open. • Download and install the.

• Open the QuickBooks Web Connector. Click the Add an applicationbutton in the lower right hand corner and browse to the ‘NetSol Web Connector.qwc’ file you created and saved using the E-Commerce QuickBooks Setup Wizard. • After a few moments an Authorize New Web Service screen will be displayed. Click the OK button. • QuickBooks will display a screen for you to authorize access to your QuickBooks company for your E-Commerce web site.

The screen will vary a bit depending on what QuickBooks software you are using. Select the option for allowing access whenever QuickBooks is open and continue. • Enter your E-Commerce Control Panel password in the Password field of the QuickBooks Web Connector. Click Yes if asked if you would like to save the password. • You may sync your E-Commerce Web site with QuickBooks no more than once every 10 minutes. If you would like the Web Connector to automatically sync your E-Commerce Web site with your QuickBooks software, check the Auto-Run box and enter an interval (in minutes) in the Every_Min field.

For example, to sync every 5 hours, check the Auto-Run box and enter 300. Automatic Sync To manually sync, place a check in the box on the left and click the Update Selected button at the top of the QuickBooks Web Connector. Manual Sync • After your first sync, go to the QuickBooks Account Settings page in your E-Commerce Control Panel. (Operations tab > QuickBooks > Account Settings). Place a check in the ‘Import inventory on the next sync’ and ‘Export Orders on the next sync’ boxes and click Save. Your E-Commerce website is now integrated with your QuickBooks software. Until this step is completed no information will be synced between your E-Commerce web site and QuickBooks.