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Online Banking
Access your accounts 24/7/365 from desktop or mobile with our safe and secure online banking tools.
https://www.wellbyfinancial.com/bank/online-banking/Online Banking Features | Wellby
Learn how to use the Wellby online banking features to make managing your day-to-day finances easier and to reach your financial goals.
https://www.wellbyfinancial.com/blog/online-banking-features/Online Banking Terms & Conditions | Wellby
The Wellby Financial Online Banking Agreement, Terms, and Conditions End-User License Agreement.
https://www.wellbyfinancial.com/online-banking-terms-conditions/How to Make Online Money Transfers | Wellby
Send money online and pay bills directly from your Wellby account using the account transfers option in the online banking portal or Wellby mobile app.
https://www.wellbyfinancial.com/blog/account-transfers-tutorial/In-Person Banking | Wellby
In-Person Banking | Wellby Visit a Branch ATM Services Lending Services Schedule an Appointment Schedule Online In-Person Banking main...
https://www.wellbyfinancial.com/bank/in-person-banking/Mobile Banking | Wellby
Mobile banking services available through our Wellby App on iPhone and Android devices. Manage your money and monitor your accounts directly on your mobile device.
https://www.wellbyfinancial.com/bank/mobile-banking/Online Savings Account | Wellby
No monthly service fee and no minimum balance requirement after... progress and account balances through our Wellby Mobile App or online banking. Staying on track has never been easier. You shouldn’t...
https://www.wellbyfinancial.com/savings/savings-account/QuickBooks Online Conversion InstructionsPDF
1
QuickBooks Online Conversion Instructions
As your financial institution completes its system conversion, you will need to modify your QuickBooks
Online settings to ensure that your data connectivity transfers smoothly to the new system. This
document contains instructions for both connectivity types (Express Web Connect and Web Connect).
These instructions refer to two “Action Dates.” The 1st Action Date and 2nd Action Date in the instructions
will be provided to you by your financial institution.
IMPORTANT: Express Web Connect will not be available until 5 business days after the 2nd Action Date,
so please utilize another connectivity type if you need transaction updates during this downtime.
To navigate this document, just click the link below that matches your product connectivity:
Instructions for One-Step Update initiated from within QuickBooks Online
QuickBooks Online Express Web Connect - Page 2
Instructions for Downloading a Web Connect file from your Online Banking Site
QuickBooks Online Web Connect - Page 3
2
QuickBooks Online Express Web Connect
On the 1st Action Date:
1. Complete a final transaction download.
2. Complete last transaction update before the change to get all of your transaction history up to
date.
3. Accept all new transactions into the appropriate registers.
On the 2nd Action Date:
Disconnect online banking connection for accounts connected to the financial institution that is
requesting this change.
1. Select Banking from the left column.
2. Click the account you want to disconnect, then click the Pencil Icon on the corner of that account
box.
3. Click Edit Account Info.
4. Check the box next to Disconnect this Account on Save.
5. Select Save and Close.
6. Repeat steps for any additional accounts that apply.
Complete 5 business days after 2nd Deadline Date:
1. Reconnect online banking connection for accounts that apply.
a. On the Banking page, click Add Account in the upper-right side of the screen.
b. Type your financial institution’s name and choose the correct option from the results.
c. Enter your financial institution credentials and click Continue. Express Web Connect
uses the same credentials you use for your institution’s online banking.
d. Provide additional information, if requested.
e. Ensure you associate the accounts for your financial institution to the appropriate account
already listed under Which accounts do you want to connect? Choose the matching
accounts in the drop-down menu.
Important: Do NOT select “+Add New” unless you intend to add a new account to
QuickBooks Online. If you are presented with accounts you do not want to track in this
QuickBooks Online Company, Uncheck the box next to the Account Name.
f. After all accounts have been matched, click Connect and then click Finish.
2. Exclude Duplicate Transactions.
a. Select Banking from the left column.
b. In the For Review section, click the checkboxes for the transactions you want to exclude.
c. Choose Batch Actions > Exclude Selected.
3
QuickBooks Online Web Connect
On the 1st Action Date:
1. Complete a final transaction download.
2. Complete last transaction update before the change to get all of your transaction history up to
date.
3. Accept all new transactions into the appropriate registers.
On the 2nd Action Date:
1. Disconnect online banking connection for accounts connected to financial institution that is
requesting this change.
a. Select Banking from the left column.
b. Click on the account you would like to disconnect, then click the Pencil Icon on the
corner of that account box.
c. Click Edit Account Info.
d. Check the box next to Disconnect this Account on Save.
e. Click Save and Close.
f. Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
a. Download a Web Connect file (.qbo or .qfx) from your financial institution’s online banking site.
b. In QuickBooks Online, choose Banking from the left column.
c. 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.
d. 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.
e. When the import is finished, click Let's go!
f. Review the For Review tab on the Banking page to view what was downloaded.
g. Click Next, and then click Done.
h. Repeat this step for each account that you have connected to this institution.
QuickBooks Online Express Web Connect
QuickBooks Online Web Connect
Instructions for Quicken, Quickbooks, and Mint UsersPDF
f you are a Quicken or QuickBooks user, the online and mobile banking upgrade requires that you make changes to your Quicken or QuickBooks software.
8 Tips For Safer Online Shopping During The Holidays | Wellby
We've compiled some essential tips for smarter and safer online... low initial deposits, and no minimum balance required, we offer unique banking solutions designed to fit your needs and financial goals.
https://www.wellbyfinancial.com/blog/8-tips-for-smarter-and-safer-online-shopping-during-the-holidays/- Previous
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