If you prefer Classic Mode (Register Mode), you are finished with your conversion.Verify that all transactions downloaded successfully into your account registers.Repeat steps for each account to be reconnected.In the corresponding drop-down list, select your QuickBooks account, and click Continue.In the Select Bank Account dialog, click Use an existing QuickBooks.If you previously removed the check from the “Always give me the option of saving to a file.” option, then this dialog will not display.Click the Import new transactions now radio button, then click OK.If prompted for connectivity type, select Web Connect.If you have overlapping dates in the web-connect process, you may end up with duplicate transactions. Take note of the date you last had a successful connection.Reconnect Accounts to Reliant Bank on or after.Repeat steps for each account to be disconnected.Click OK for any dialog boxes that may appear with the deactivation.Select Deactivate All Online Services and click Save & Close.Click on the Bank Feed Settings tab in the Edit Account.Select the account you want to deactivate.Choose the Lists menu > Chart of Accounts.
Disconnect Accounts in QuickBooks on or after.All transactions must be matched or added to the register prior to disconnecting your accounts.Search for Matching Transactions and follow the instructions. If you need assistance matching transactions, choose Help menu > QuickBooks Help. If new transactions were received from your connection, accept all new transactions into the appropriate registers. Link your bank account with the existing QuickBooks account and click Continue.Click File > Utilities > Import > Web Connect Files.
Go to Edit > Preferences > Checking > Company Preferences > select Classic Mode
As Community Bank & Trust completes its system conversion to Reliant Bank, you will need to modify your QuickBooks settings to ensure the smooth transition of your data.