QuickBooks & Quicken Connection Instructions

On January 25, 2025:

1. Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.
2. Download the latest Quicken Update. Go to Help > Check for Updates.
3. Complete a final transaction download. Accept all new transactions into the appropriate registers.

On January 27, 2025:

1. Deactivate online banking connection for accounts connected to BancFirst.
   • Choose Tools > Account List.
   • Click Edit on the account to deactivate.
   • In Account Details, click Online Services.
   • Click Deactivate. Follow prompts to confirm deactivation.
   • Click the General tab.
   • Delete BancFirst and Account Number information. Click OK to close window.
   • Repeat steps for any additional accounts that apply.
2. Reconnect the online banking connection for your accounts.
   • Choose Tools > Account List.
   • Click Edit on the account you want to activate.
   • In Account Details, click Online Services and then choose Set up Now.
   • Type your institution’s name in the search field and click Next.
   • Enter your BancFirst credentials.
     • Express Web Connect uses the same credentials you use for your institution’s online banking login.
     • Direct Connect might require credentials that do not match your online banking credentials.
       • Important: If your credentials do not work, contact BancFirst Customer Service.
   • Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.
     • Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.
   • After all accounts have been matched, click Next and then Done.

On January 25, 2025:

1. Backup Quicken Mac Data File and Update the application.
   • Choose File > Save a Backup.
   • Download the latest Quicken Update. Choose Quicken > Check for Updates.
2. Complete a final transaction download.
   • Complete last transaction update before the change to get all of your transaction history up to date.
   • Accept all new transactions into the appropriate registers.

On January 27, 2025:

1. Click your account in the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter "BancFirst" in the search field, select the correct option and click Continue.
5. Enter your BancFirst credentials.
   • Express Web Connect uses the same credentials you use for your BancFirst online banking login.
   • Direct Connect might require credentials that do not match your online banking credentials.
     • Important: If your credentials do not work, contact BancFirst Customer Service.
6. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose 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.
7. Click Finish.

On January 25, 2025:

1. Backup Quicken Windows Data File and Update.
   • Choose File > Backup and Restore > Backup Quicken File.
   • Download the latest Quicken Update. Choose Help > Check for Updates.
2. Complete a final transaction download.
   • Complete last transaction update before the change to get all of your transaction history up to date.
   • Repeat this step for each account you need to update.
   • Accept all new transactions into the appropriate registers.

On January 27, 2025:

1. Deactivate online banking connection for accounts connected to BancFirst.
   • Choose Tools > Account List.
   • Click Edit on the account to deactivate.
   • In Account Details, click Online Services.
   • Click Deactivate. Follow prompts to confirm deactivation.
   • Click the General tab.
   • Delete BancFirst and Account Number information.
   • Click OK to close window.
   • Repeat steps for any additional accounts.
2. Reconnect online banking connection for accounts that apply.
   • Download a Quicken Web Connect file from BancFirst's online banking site.
   • In Quicken, choose File > File Import > Web Connect (.QFX) File.
   • Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
   • 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.
   • Repeat this step for each account you have connected to BancFirst.

On January 25, 2025:

1. Backup your Quicken Mac data file and update the application.
   • Choose File > Save a Backup.
   • Download the latest Quicken Update. Choose Quicken > Check for Updates.
2. Complete a final transaction download.
   • Complete last transaction update before the change to get all of your transaction history up to date.
   • Repeat this step for each account you need to update.
   • Accept all new transactions into the appropriate registers.

On January 27, 2025:

1. Select your account under the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter BancFirst in the search field, select the correct option and click Continue.
5. Log into BancFirst's online banking site and download your transactions to your computer.
   • Important: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
6. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted
7. 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.
8. Click Finish.

Before January 25, 2025: 

1. Backup QuickBooks Windows Data File & Update.
   • Choose File > Back Up Company > Create Local Backup
   • Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop.
2. Complete a final transaction download and match downloaded transactions.
   • Complete one last transaction update before the change to get all of your transaction history up to date.
   • Accept all new transactions into the appropriate registers. (required)

On or After January 27, 2025:

1. Deactivate online banking connection for accounts connected to BancFirst.
   • Choose Lists menu > Chart of Accounts.
   • Right-click on the first account you would like to deactivate and choose Edit Account.
   • Click the Bank Feeds Settings tab in the Edit Account window.
   • Select Deactivate All Online Services and click Save & Close.
   • Click OK for any alerts or messages that may appear with the deactivation.
   • Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
   • Choose Lists menu > Chart of Accounts.
   • Right-click on an account you would like to activate and choose Edit Account.
   • Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that appears.
   • Enter "BancFirst" in the search field and select Continue.
   • Enter for Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact BancFirst Customer Service if your login information does not work.
   • Ensure you associate the accounts to the appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New.
     • Important: Do NOT select "Create New Account" unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.
   • After all accounts have been matched, click Next and then click Done.

Before January 25, 2025:

1. Backup QuickBooks Mac Data File & Update the Application.
   • Choose File > Backup.
   • Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
2. Complete a final transaction download.
   • Complete last transaction update before the change to get all of your transaction history up to date.
   • Accept all new transactions into the appropriate registers. (required)

On or After January 27, 2025:

1. Deactivate online banking connection for accounts connected to BancFirst.
   • Choose Lists > Chart of Accounts.
   • Click the first account you would like to deactivate and choose Edit > Edit Account.
   • Choose Online Settings in the Edit Account window.
   • In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
   • Click OK for any alerts or messages that may appear with the deactivation.
   • Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
   • Choose Banking > Online Banking Setup.
   • Type "BancFirst" in the search field, then click Next and follow the instructions in the setup screen
   • Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
   • Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact BancFirst Customer Service if your login information does not work.
   • For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
   • Click Next, and then click Done.
   • Repeat this step for each account that you have connected to BancFirst.

Instructions for Downloading a Web Connect file from your Online Banking Site:
 

Before January 25, 2025:

1. Backup QuickBooks Windows Data File & Update.
   • Choose File > Back Up Company > Create Local Backup.
   • Download the latest QuickBooks Update. Choose Help > Update QuickBooks Desktop.
2. Complete a final transaction download and match downloaded transactions.
   • Complete one last transaction update before the change to get all of your transaction history up to date.
   • Accept all new transactions into the appropriate registers. (required)

On or After January 27, 2025:

1. Deactivate online banking connection for accounts connected to BancFirst.
   • Choose Lists menu > Chart of Accounts.
   • Right-click the first account you want to deactivate and choose Edit Account.
   • Click the Bank Feeds Settings tab in the Edit Account window.
   • Select Deactivate All Online Services and click Save & Close.
   • Click OK for any alerts or messages that may appear with the deactivation.
   • Repeat steps for any additional accounts that you need to deactivate.
2. Reconnect online banking connection for accounts that you deactivated.
   • Log in to BancFirst's online banking site and download your transactions to a QuickBooks (.qbo) file.  Note: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
   • In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.
   • 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.
   • In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.

Instructions for Downloading a Web Connect file from your Online Banking Site:
 

Before January 25, 2025:

1. Backup your QuickBooks Mac data file & update the application.
   • Choose File > Backup.
   • Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
2. Complete a final transaction download.
   • Complete last transaction update before the change to get all of your transaction history up to date.
   • Repeat this step for each account you need to update.
   • Accept all new transactions into the appropriate registers. (required)

On or After January 27, 2025:

1. Deactivate online banking connection for accounts connected to BancFirst.
   • Choose Lists > Chart of Accounts.
   • Select the first account you would like to deactivate and choose Edit > Edit Account.
   • Select Online Settings in the Edit Account window.
   • In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
   • Click OK for any dialog boxes that may appear with the deactivation.
   • Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
   • Log in to BancFirst’s online banking site and download your transactions into to a QuickBooks (.qbo) file.
     • Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
   • In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
   • 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.
   • Click Continue and OK for any dialog boxes that require action.