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Direct Connect for Mac Conversion Instructions
As you know, Legend Bank is changing our online and mobile banking systems to provide you with a better, more robust banking experience. Prior to this transition, you will need to modify your online settings for QuickBooks for Mac to ensure transition of your data.
 

Before August 17 Icon

There are some very important, time sensitive items that you'll need to complete as a part of this transition. We asked that you pay careful attention to the dates listed for each item below.  It is critical for you to complete a final download of your data before August 17, 2020 by 2 pm CST. 
 
To complete these instructions, you will need your login credentials for Direct Connect.

IMPORTANT 
NOTE
Direct Connect may require registration. Please contact us to verify your Direct Connect login information.

It is important that you perform the following instructions exactly as described and in the order presented. This conversion should take 15–30 minutes. We appreciate your time with this transition to ensure your data transitions properly. 
 
Action Items
Please follow the steps below to ensure your data transitions properly.

Important Dates Online Banking Icon Action Item #1 

Back up and Update
  1. Back up your data file. For instructions to back up your data file, choose Help menu from QuickBooks Help and use the Search bar available at the top. Search for Back Up and follow the instructions on screen. The first time you do a backup, QuickBooks will guide you through setting backup preferences.
  2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu and use the Search bar available at the top. Search for Update QuickBooks, select Check for QuickBooks Updates and follow the instructions.

Before August 17 Icon Critical Action Item #2 

It is critical for you to complete a final download of your data before August 17, 2020 by 2 pm CST. 
  1. Choose Banking menu > Downloaded Transactions.
  2. Choose Legend Bank from the drop-down menu.
  3. Click Download.
  4. Enter credentials (if required) and click OK.
  5. Repeat steps for each account.
 

Important Dates Online Banking Icon Action Item #3

Match Downloaded Transactions
If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose the Help menu and use the Search bar available at the top. Search for Updating Your Register, select the article with that name and follow the instructions.
 

Before August 17 Icon  Action Item #4

Disconnect Accounts in QuickBooks on August 17 by 2 pm CST.

IMPORTANT NOTE
All transactions must be matched or added to the register prior to the deactivating of your account(s).
 
  1. Choose Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Choose Edit menu > Edit Account.
  4. In the Edit Account window, click Online Settings.
  5. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps for each account to be disconnected.
 

Aug 18 Date Icon Action Item #5

Reconnect Accounts to the new Legend Bank online and mobile banking on or after August 18, 2020.
  1. Choose Banking menu > Online Banking Setup.
  2. Enter, then select Legend Bank from the list. Click Next.
  3. Follow the instructions in the wizard. If prompted for connectivity type, select Direct Connect.
  4. The Online Banking Assistant window displays during setup. Select Yes, my account has been activated for QuickBooks online services, then click Next.
  5. Enter credentials and click Sign In.
  6. For each account you wish to download into QuickBooks, click Select an Account to connect to the appropriate existing account register.
    IMPORTANT: Do NOT select “New” under the action column.
  7. Click Next, then Done
  8. Add or match all downloaded transactions in the Downloaded Transactions window.
Thank you for making these important changes. If you have any questions or we can provide you with further assistance, please contact us.