As Chesapeake Bank completes its system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time-sensitive.
To complete these instructions, you will need your login credentials for online banking and/or Direct Connect.
You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.
Task 1: Conversion Preparation
NOTE: If multiple computers do not use the same QuickBooks data file, skip step 3. QuickBooks activities such as Online Banking cannot be performed in multi-user mode because of the way the activities interact with a company data file.
NOTE: If you are not using Classic Mode (Register Mode), enable it for the conversion. You can change it back after the conversion is complete.
Task 2: Disconnect Accounts in QuickBooks on or after 09/08/2020
Task 3: Reconnect Accounts to Chesapeake Bank on or after 09/08/2020
IMPORTANT: Verify that all transactions downloaded successfully into your account registers.
Task 4: Re-enable Express Mode (if necessary)
For instructions to enable Express Mode, choose Help > QuickBooks Help. Search for Banking Feed Modes, then select Bank Feed Modes overview, and follow the instructions.
See why Chesapeake Bank is one of the greatest places to work.
iconMain Office:
97 North Main Street
PO Box 1419
Kilmarnock, Virginia 22482
iconCall: 877-436-9032
iconText (NEW): 877-436-9032
iconEmail: onlinebanking@chesbank.com