Purpose

Account linking (data aggregation) allows customers to connect their First National accounts to supported accounting software and financial applications, such as QuickBooks, Quicken and other tools. Web Connect is a form of data aggregation where customers download a QFX or QBO file from online banking and use it to import transaction information in to QuickBooks or Quicken.

Accessing Web Connect

1.  Log in to online banking: 

2. Select the Accounts tab from the home page. 
   Select Web Connect from the dropdown menu.

Downloading Quicken and QuickBooks files

The Web Connect screen displays. 

1. Select the Account dropdown to view and select eligible accounts.
2. Use the Start Date and End Date calendar fields to select a date range for which you would like to download transactions.
3. Select your Download format. Options are Quicken and QuickBooks.
4. Click Download.

Upload files into Quicken and QuickBooks

The Web Connect screen displays. 

1. Select the Account dropdown to view and select eligible accounts.
2. Use the Start Date and End Date calendar fields to select a date range for which you would like to download transactions.
3. Select your Download format. Options are Quicken and QuickBooks.
4. Click Download.

After clicking Download the appropriate file, follow your Quicken or QuickBooks application instructions to upload the QFX or QBO file.

1. Quicken (Windows)
   1. In Quicken, choose File > File Import > Web Connect (.QFX) File.
   2. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
   3. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
   4. Repeat this step for each account you have connected to this institution.
      
      
2. Quicken (Mac)
   1. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted.
   2. ii.In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click Link to pick your existing account.
      
      Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
      
      
   3. Click Finish.
      
      
3. QuickBooks (Windows)
   1. Choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.
   2. 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.
      
      
   3. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.
      
      
4. QuickBooks (Mac)
   1. Choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
   2. 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.
      
      
   3. Click Continue and OK for any dialog boxes that require action.
      
      
5. QuickBooks Online
   1. Choose Banking from the left column.
   2. 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 a.
   3. 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.
      
      
   4. When the import is finished, click Let’s go!
   5. Review the For Review tab on the Banking page to view what was downloaded.
   6. Click Next, and then click Done.
   7. Repeat this step for each account that you have connected to this institution.