When transferring from Windows to Mac, you’ll have to setup the online banking again, mandardange.
This is to makes sure you’re still able to download transactions after the conversion. Here’s how to setup Direct Connect in QuickBooks Desktop for Mac:
- Go to Banking then select Online Banking Setup.
- Select your financial institution from the list.
- Once prompted, select Direct Connect.
- Select Yes if you have activated your account for QuickBooks online services. No if not yet, then click Next.
If this won't work, I'd recommend reaching out to our technical support team. They'll be able to run some test and investigate the issue further.
Here's how to get in touch with them:
- Visit this link: https://help.quickbooks.intuit.com/en_US/contact
- Select QuickBooks Desktop Mac.
- Choose a topic.
- Scroll down and click Get Phone Number.
In the meantime, you might want to download your transactions through We Connect. Below are the steps to do this:
- Open a web browser, and log into your FI's website
- Once you have located where to download the web connect file, enter the desired date range and download the .QBO file to your desktop. If you are not prompted for a date range, you will receive the maximum number of transactions allowed by your FI.Important: Please contact your FI if you're not sure how to download the QuickBooks Web Connect file (.qbo) from the website.
- To import the transactions, go to Banking > Downloaded Transactions and then choose Import File.
You can also check this PDF to learn more about QuickBooks Desktop mac Mac 2020 functionality: Guidelines.
Find your way back here if there's anything else you'd like to ask or share.
