After selecting this option, follow the steps for setting up the new account. If you have not set-up this account in QuickBooks, or if you would like to start a new file for an existing account, you should select this option. If you already have the account set-up in QuickBooks, and you would like to add on to the existing transaction activity, you should select this option.

Repeat these steps for each account you would like to download into QuickBooks.

When QuickBooks confirms that the Web Connect data has been successfully downloaded to QuickBooks, select O.K.

You will be asked whether you would like to 'Use an existing QuickBooks account' or if you would like to 'Create a new QuickBooks account.'.

If this is your first time downloading with Web Connect for this account, a dialog box will appear stating 'You are about to download transactions for the following account.' The box will include account information, such as the Account Number and Account Type.

A Windows dialog may appear that asks whether you would like to Save or Open the file, select Open.

For information on supported and retired versions of software, please refer to our retirement guide. Then follow the directions below based on your software type.

Choose the QuickBooks (Web Connect) option and click on the Download button.

Confirm the From date and the To date of the data you would like to download.

To make a change, highlight and delete the date. This is the date range whereby transaction activity is available for download.

This will populate a From and To date in the Date Range section.

Choose an Account for which you would like to receive transaction activity.

This technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register. Wells Fargo is using a technology called Web Connect.

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