Coastal Update Information for QuickBooks Windows

An Introduction Coastal Update Information for QuickBooks Windows
As Coastal Community Bank finishes its core update, you’ll need to change your QB settings to make sure that the smooth transition of your important data. Please reference the dates next to every task as this info is time sensitive. You will need your user id and password for the website of Coastal Community Bank.
To get help and more detail on QuickBooks, Dial QuickBooks Support Helpline number 1-855-441-4417. You can also get QuickBooks basic Payroll support from our team freely.
It is necessary that you simply perform the following directions specifically as mention and within the order given. If you are doing now, your service might stop functioning properly. This upgrade ought to take 15–30 minutes.

Procedures and Documentation
Task 1: Update Preparation
Important: If you are not using your same QuickBooks data file in multiple computer then skip step 3. Actually QuickBooks online Banking activities can not performed in multi-user mode.
· Firstly, Backup all your data file. For steps to back up data file, Select Help > QuickBooks Help. Find for Back Up and follow the instructions.
· Download the latest version of QuickBooks Help. Just Search for QuickBooks updates, then Choose Update QuickBooks and follow the instructions.
· Switch Multi-User mode to single user mode. steps are, Choose follow Help option > QuickBooks Help. Search for Switch single user mode and follow the instructions.
Note: Enable register mode, if you are not using this. After compilation of upgrade, you can it back.
· Enable Register Mode. Just choose Help option > QuickBooks Help. try to find for Bank Feed Modes,  Choose Bank Feed Modes summery, Scroll down and follow the given instruction.
Task 2: Connect the Coastal Community Bank for  a final download
· For download your QuickBooks Web Connect file, Login in to Coastal Community Bank.
· Click File > Utilities > Import > Web Connect Files.
· Now Connect your bank account with the existing QB account and click continue.
· Repeat steps 1 -3 for every account.
Task 3: Match with Downloaded Transactions
If you received new transactions from your connection, accept all new transactions into acceptable registers.
For assistance matching transactions, choose Help menu > QuickBooks Help. Search for Matching Transactions and follow the instructions.
Task 4:  Deactivate Your all Coastal Community Bank Accounts
Note : All transaction must be same or added to the existing register to deactivating your accounts.
· Select the Lists Option > Chart of Accounts.
· Choose the account that you want to deactivate.
· Click Edit Option> Edit Account.
· Click on the Online Services tab in the Edit Account window.
· Choose Deactivate All Online Services and then click Save & Close.
· Click OK for any dialog boxes.
· Repeat steps 2 – 6 for every account at Coastal Community Bank.
Task 5: Re-activate Your Accounts at Coastal Community Bank
· Download your QuickBooks Web Connect from eee.coastalbank.com
· Click File> Utilities > Import > Web Connect Files.
Note: Don’t overlap dates in web connect process with previous connection date.
· Select Web Connect.
· Click the Import new transactions now button, then click OK.
· Click Use an existing QuickBooks account in the Select Bank account dialog box.
· Select your QuickBooks account from drop-down list and click Continue.
· Click OK for confirm the prompt
· Repeat steps 1 – 7 for every account that you previously disabled.
Important: Verify that all transactions downloaded successfully.
Task 6: Re-enable Side by Side mode.
Note: Your upgrade process is finished if you are using register mode but for side by side mode re-enables it.
· Choose Help > QuickBooks Help. Search for Banking Feed Modes, then select Bank feed Modes overview.
If you need any further assistance for QuickBooks online error, problems or issues; you can dial our helpline 1-855-441-4417. Our expert on the other end will surely help you.
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