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Table of Contents


Browser and Operating System Compatibility

Online Banking: Minimum Requirements

Windows 7 or higher

  • Microsoft® Edge on Microsoft Windows 10 for Desktop and Mobile
    Supported Version: 40.15063 and higher
    Recommended Version: 41.16299.x and higher
    TLS 1.2+ Compatibility*: compatible by default
  • Google® Chrome
    Supported Version: 38 and higher
    Recommended Version: 65.0.3325.x and higher
    TLS 1.2+ Compatibility*: compatible by default
  • Mozilla Firefox
    Supported Version: 27 and higher
    Recommended Version: 59.0.1 until May 2018, 60.x after May 2018*
    TLS 1.2+ Compatibility*: compatible by default
  • Opera
    Supported Version: 17 and higher
    Recommended Version: 51 and higher
    TLS 1.2+ Compatibility*: compatible by default
  • Microsoft® Internet Explorer version 11 for Desktop and Mobile
    Supported Version: IE 11 for desktop and mobile
    Recommended Version: n/a
    TLS 1.2+ Compatibility*: Compatible by default*
  • Microsoft® Internet Explorer version 8, 9, and 10 for Desktop
    Supported Version: IE 8, 9, and 10
    Recommended Version: n/a
    TLS 1.2+ Compatibility*: Compatible, but not by default*

*Notes

  • Versions which are below the supported OS and browser versions are not TLS 1.2 compatible by default,
    and some versions below those supported are not TLS 1.2 compatible at all.
  • Mozilla Firefox end-of-life for version 59.0.x is on May 8, 2018. The recommended version is the
    Firefox version 60.x product line after May 2018.
  • If using Microsoft IE version 11, and an error message is displayed, "Stronger security is
    required", then turn off the TLS 1.0 setting in Internet Options | Advanced Settings.
  • If using Microsoft IE version 8, 9, or 10, the browser is only TLS 1.2 compatible when running
    Windows 7 or higher, but not by default. Windows Vista, XP, and earlier versions are not TLS 1.2
    compatible and cannot be configured to support TLS 1.2.

Mac OS X 10.9 (Mavericks) or higher

  • Apple® Safari (laptops and desktop)
    Supported Version: 9.1.3 or higher on 10.9 (Mavericks) and higher
    Recommended Version: 11.0.3 or higher on OS X 10.11 (El Capitan) and higher*
    TLS 1.2+ Compatibility*: compatible by default
  • Apple® Safari (iPhone, iPad, and iPod)
    Supported Version: Version 5 or higher for iOS 5 and higher
    Recommended Version: 11.1.1*
    TLS 1.2+ Compatibility*: compatible by default
  • Google® Chrome
    Supported Version: 38 and higher
    Recommended Version: 65.0.3325.x and higher
    TLS 1.2+ Compatibility*: compatible by default
  • Mozilla Firefox
    Supported Version: 27 and higher
    Recommended Version: 59.0.1 until May 2018, 60.x after May 2018*
    TLS 1.2+ Compatibility*: compatible by default
  • Opera
    Supported Version: 17 and higher
    Recommended Version: 51 and higher
    TLS 1.2+ Compatibility*: compatible by default

*Notes

  • Versions which are below the supported OS and browser versions are not TLS 1.2 compatible by default,
    and some versions below those supported are not TLS 1.2 compatible at all.
  • Mozilla Firefox end-of-life for version 59.0.x is on May 8, 2018. The recommended version is the
    Firefox version 60.x product line after May 2018.
  • Safari is installed on all Apple computers. You should not need to download it for OS X, MacOS
    , or iOS. But you should make sure it is always up-to-date by using the Software Update feature
    in the App Store.

Mobile Banking: Minimum Requirements

  • Android
    Supported Version: 5.0 (Lollipop) or higher, API Level 21 and higher
    Recommended Version: 8.0 (Oreo) or higher, API Level 26 and higher
    TLS 1.2+ Compatibility*: compatible by default
  • iOS
    Supported Version: 10.3.3 or higher
    Recommended Version: 11.2.6 or higher
    TLS 1.2+ Compatibility: compatible by default

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Transport Layer Security (TLS) 1.2 Compatibility

Transport Layer Security (TLS) is a cryptographic protocol that provides privacy and data integrity between two applications
communicating over a network. It is the most widely used security protocol in use today and is used by web browsers and other
applications that require data to be securely exchanged over a network. TLS is designed to prevent eavesdropping and tampering
of data. TLS replaced its predecessor, Secure Sockets Layer (SSL), in June of 2015 due to numerous security vulnerabilities in
the SSL protocol. The SSL protocol was also deprecated by the National Institute of Standards and Technology (NIST) in 2014 for
the same reasons. The Payment Card Industry Security Standards Council (PCI SSC) suggests organizations migrate from TLS 1.0 to
TLS 1.1 or higher before June 30, 2018. To comply with this movement towards a safer and more secure method of transmitting your
data, First National Bank Weatherford requires all customers to access online systems using web browsers and applications that are
TLS 1.2 compatible by default. Due to this constraint, you may be required to upgrade you web browser prior to using our new systems.

Enabling TLS 1.1 and TLS 1.2

The following procedure may be used to enable TLS 1.1 and 1.2 in your browser. Keep in mind, the minimum supported browsers will
have TLS 1.2 support by default. These procedures are only relevant to unsupported browser versions.

Microsoft Internet Explorer (IE)
  1. Open Internet Explorer.
  2. Click Alt + T and select Internet Options.
  3. Select the Advanced tab.
  4. In the "Security" section, locate and check Use TLS 1.1 and TLS 1.2.
  5. Click OK.
Firefox
  1. Open Firefox.
  2. Type in "about:config" in the URL bar and press Enter.
  3. Scroll down to "security.tls.version.max" and press Enter.
  4. Set the value to 3.
  5. Click OK.
Google Chrome
  1. Open Google Chrome.
  2. Click Alt + F and select Settings.
  3. Scroll down and select Show advanced settings...
  4. In the Network section, click Change proxy settings...
  5. Select the "Advanced" tab.
  6. In the "Security" section, locate and check Use TLS 1.1 and TLS 1.2.
  7. Click OK.
Opera
  1. Open Opera.
  2. Click Ctrl + F12.
  3. Click Security.
  4. Click Security Protocols...
  5. Check Enable TLS 1.1 and TLS 1.2.
  6. Click OK.
  7. Click OK again.
Safari

TLS 1.1 and 1.2 are enabled by default. There are no options to enable/disable TLS if you are using Safari version 7 or greater.


Out-Of-Band Authentication & Duo

Please visit Duo Mobile for more information about using Duo for out-of-band authentication.
Out-of-band authentication is a general term used to describe multi-factor authentication where at least one of the factors
authenticates against something you have such as a physical device. A typical two-factor authentication scenario
using an out-of-band authenticator is as follows:

You log in to a system by entering a username and password (factor #1: something you know) and
then you are required to enter/verify a code sent to your mobile device (factor #2: something you have)

Using Duo with push notification is recommended over SMS, email, and voice, but it is not required.
Duo is recommended for our personal and business banking customers because:

  • It supports a variety of authentication methods.
  • Easy-to-use push notifications – no more 6 to 8 digit codes to enter!
  • It’s free up to 10 users which is great for personal use.
  • Duo also has paid plans which is great for organizations who wish to
    protect their users, devices, and apps.
  • Supports multiple trusted users and multiple trusted devices, all controlled by you.
  • Accessibility
  • Duo is integrated into our online banking solutions for authentication not just at
    the time of login, but at various stop points which you can control with a quick call to
    your local bank branch location, or secure message via online banking.
  • It’s easy to setup. Just follow the on-screen instructions the first time you log
    in to the new online or mobile banking application.

By default, your online banking user accounts are set up to require two-factor authentication on all external
transfer of funds. This includes fund transfer and bill pay transactions. Two-factor authentication means you
will be required to authenticate with something you know – your username and password – and something you have – a
physical device such as a mobile phone. If you would like to tighten your security further, please contact your
local bank branch. At your request, we can secure any of the following with out-of-band authentication using Duo:

  • External Transfers (the default is always on)
  • Login
  • Creating Sub-user accounts
  • Access to Bill Pay
  • Bill Payment Scheduling
  • Access to ACH Cash Management
  • ACH Approval
  • ACH Wire Approval
  • Positive Pay Exceptions
  • Remote Deposit Capture

Click here for a complete set of digital identity guidelines published by The National Institute of Standards and Technology (NIST).


Setting up Out-of-Band Authentication

On April 30th, our new Online Banking system will be available. On or after this date, you will be required to log
in to the new system using your old login id and the last 4 digits of your social security number if you are an
existing user. If you are a new user, you will receive an invitation via email with a hyperlink that will walk you
through the process of setting up your user account with out-of-band authentication.
Setting up your user account for online and mobile banking access will consist of the following steps which include
verification of your phone number:

  1. After logging in with your old login id and the last 4 digits of your SSN, you will be required to reset
    your password and set up security questions and answers.
  2. You may be prompted to accept the Terms & Conditions if you have not already done so.
  3. By default, out-of-band authentication is required for external transfers. If you do not perform external
    transfers and if you never choose to utilize two-factor authentication, the setup process still requires you to
    verify a phone number. If you are not using out-of-band authentication, you may use the phone number from a
    landline for verification.
  4. After verifying your phone number, you will be asked if you would like to use Duo for two-factor
    authentication. This option is highly recommended.
  5. If you choose to use Duo, you will receive a text message on the device for the phone number previously
    verified. The text message will contain two links. The first is a link to install the Duo Mobile app on your
    device. You can also install Duo Mobile from the App Store for iPhone and iPad or Google Play for Android. If
    you already have Duo installed, you do not need to click the first link.
  6. Once Duo Mobile is installed you will need to go back to the text message and click on the second link,
    Activate the DUO MOBILE APP. This link opens the Duo Mobile app. You must agree to allow push notifications.
    After you agree to allow push notifications, you will see First National Bank Weatherford listed at the top of the
    screen. Now go back to your desktop or mobile device to complete setup.
  7. After setting up one device for use with Duo, you will be asked if you want to set up additional devices
    or complete setup. If you wish to add additional devices, the setup process is the same as setting up the first device

First Mobile Banking

Need to know your balance or make your loan payment in an instant? The simple and secure First Mobile Banking makes
banking on your terms easy – anytime, anywhere. With First Mobile Banking from First National Bank Weatherford, you
can use your mobile device to perform many of your banking activities such as accessing balance information and transferring
funds. First Mobile Banking is FREE to all Internet Banking customers.

It’s easy, fast, and convenient.

The new mobile apps will be available for the iPhone and iPad on the App Store, and for Android at Google Play on April 30th, 2018.


Online Banking Assistance

Logging in to the new System

On April 30th, our new Online Banking system will be available. If you are an existing Online Banking customer,
you must log in to the new site with your current Login ID and a secret code for the password. The secret code is
your current Login ID plus the last 4 digits of your social security number.

Your current Login ID is case sensitive and must be entered in the proper case for both the Login ID and
the secret code (i.e. password).

Once you are logged in, you will be prompted to reset your password and provide new security questions and answers. You
may also be prompted to accept the Terms and Conditions and verify your phone number for out-of-band authentication.

If you attempt to log in, and you are presented with security questions you have never set up previously in online
banking, this means the authentication of Login ID and Password failed. You may retry up to 5 times, but after 5 failed
login attempts, your Login ID will be locked.

If you have problems logging in, please contact your local First National Bank Weatherford branch by email or phone.

Viewing your Statements

At the time we convert to our new Online Banking systems on April 30th, your most recent statements will have converted
first. It may take up to 5-10 business days to view statements prior to 2017. If you need statements prior to 2017
within the 5-10 day period, please contact your local First National Bank Weatherford branch by email or phone.

For more assistance with Online Banking, please see our Internet Banking Customer Guide


Instructions for Quicken/QuickBooks Users

First National Bank Weatherford is pleased to announce it has a new Online Banking system! The
new system will be available Monday April 30, 2018. This transition will require you to take
action from Quicken or QuickBooks to ensure proper migration of transaction and account information.

If you have any questions, please contact your local First National Bank Weatherford branch
by email or phone.

To complete these instructions, you will need your Online Banking User ID and Password for
First National Bank Weatherford.

Thank you for making these important changes!

Quicken for Windows (WebConnect)

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Task 1: Conversion Preparation
  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search
    for Backing Up Your Data and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search.
    Search for Update Software and follow the instructions.
Task 2: Connect to First National Bank Weatherford for a final download before Thursday April 26, 2018
  1. Locate your Quicken Web Connect file that you downloaded from the old First National Bank Weatherford Online Banking system.
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching
Transactions and follow the instructions.

Task 3: Disconnect Accounts at First National Bank Weatherford on or after Monday April 30, 2018
  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be disconnected.
Task 4: Reconnect Accounts to First National Bank Weatherford on or after Monday April 30, 2018
  1. Download your Quicken Web Connect file from First National Bank Weatherford.

    NOTE: Take note of the date you last had a successful connection in your
    Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.

  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  3. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching
    account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.

Quicken for Mac 2015-2017 (WebConnect)

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Task 1: Conversion Preparation
  1. 1. Backup your data file. For instructions to back up your data file, choose Help menu > Search.
    Search for Backing Up, select Backing up data files, and follow the instructions.
  2. 2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search.
    Search for Updates and follow the instructions.
Task 2: Connect to First National Bank Weatherford for a final download before Thursday April 26, 2018
  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Sign in to online banking and download transactions for an account.
  4. Import the transactions.
  5. Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for
    online banking or investing.
Task 3: Connect Accounts at First National Bank Weatherford on or after Monday April 30, 2018
  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter First National Bank Weatherford in the Search field, select the name in the Results list and click Continue.
  5. Log in to First National Bank Weatherford Internet Banking. Download a file of your transactions to your computer.

    NOTE: 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 Drop download file.

    NOTE: Select 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, select Link to pick your existing account.

    IMPORTANT: Do NOT select ADD under the action column unless you intend to add a new account to Quicken.

  8. Click Finish.
  9. Repeat steps for each account to be connected.

Quicken for Mac 2007 (WebConnect)

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Task 1: Conversion Preparation
  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search.
    Search for Backing Up, select Backing Up Your Data and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search.
    Search for Updates, select Checking for Updates to Quicken and follow the instructions and follow the instructions.
Task 2: Connect to First National Bank Weatherford for a final download before 5pm CST Thursday April 26, 2018
  1. Choose Online menu > Download Transactions.
  2. Select your account from the drop-down list.
  3. Click Download to access First National Bank Weatherford.
  4. Enter your User ID and Password to login to the website. Download your transactions through [Enter Date] into Quicken.
  5. Repeat the download process for each account you have (such as checking, savings, credit cards and brokerage).
  6. Once all accounts have been downloaded, accept all transactions into your Quicken account registers.
Task 3: Disconnect Accounts at First National Bank Weatherford on or after Monday April 30, 2018
  1. Choose Lists menu > Accounts.
  2. Select the account to deactivate and click Edit.
  3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.
  4. Remove the information within the Account Number and Routing Number fields.
  5. Click OK to save your edits.
  6. Repeat steps 2 – 5 for each account to be disconnected.
  7. Verify your account list does not display a blue online circle icon for the accounts you are disconnecting.
Task 4: Reconnect Accounts to First National Bank Weatherford on or after Monday April 30, 2018
  1. Download your Quicken Web Connect file from First National Bank Weatherford.

    NOTE: Take note of the date you last had a successful connection in your Quicken account.
    If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.

  2. Import your transactions to Quicken.
  3. Associate the account to the appropriate account already listed in Quicken. Select Use an existing account.
  4. Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click OK.
  5. Repeat steps for each account to be reconnected.
  6. Choose Lists menu > Accounts. Verify each account at [Financial Institution B] has a blue online circle indicating
    it has been reactivated for online services.

Quicken for Windows (Express Web Connect)

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Task 1: Conversion Preparation
  1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help.
    Search for Backup Data File and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help.
    Search for Update Software and follow the instructions.
Task 2: Connect to First National Bank Weatherford for a final download before 5pm CST Thursday April 26, 2018
  1. Choose Tools menu > One Step Update.
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault
    password at this time or to enter individual passwords in the One Step Update dialog.
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

    NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for
    Matching Transactions and follow the instructions.

Task 3: Disconnect Accounts at First National Bank Weatherford on or after Monday May 7, 2018
  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be disconnected.
Task 4: Reconnect Accounts to First National Bank Weatherford on or after Monday May 7, 2018
  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details/ dialog, click the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter First National Bank Weatherford in the search field, select the name in the list and click Next.
  7. If presented with the Select Connection Method screen, select Express Web Connect.
  8. Enter your User ID and Password. Click Connect.
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want
    to select Link to an existing account and select the matching accounts in the drop-down menu.
  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have
    been added.
  11. Click Done or Finish.

    NOTE: You may be presented with a security question from your Financial Institutions prior
    to receiving your accounts.

    IMPORTANT: Do NOT select Add to Quicken 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, select Ignore – Don’t Download into Quicken.


Quicken for Mac 2015-2017 (Express Web Connect)

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Task 1: Conversion Preparation
  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search.
    Search for Backing Up select Backing up data files and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search.
    Search for Updates, select Check for Updates and follow the instructions.
Task 2: Connect to First National Bank Weatherford for a final download before 5pm CST Thursday April 26, 2018
  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use
    for online banking or investing.
Task 3: Disconnect Accounts at First National Bank Weatherford on or after Monday May 7, 2018
  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Troubleshooting > Deactivate Downloads.
  4. Repeat steps for each account to be disconnected.
Task 4: Reconnect Accounts to First National Bank Weatherford on or after Monday May 7, 2018
  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter [Financial Institution B] in the Search field, select the name in the Results list and click Continue.
  5. Enter your User Id and Password and click Continue.
  6. If the bank requires extra information, enter it to continue.
  7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed
    in Quicken. Under the Action column, select “Link” to pick your existing account.
  8. Select Finish.

QuickBooks for Windows (Web Connect)

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Task 1: Conversion Preparation
  1. Backup your data file. For instructions to back up your data file, choose Help menu > QuickBooks Help.
    Search for Back Up and follow the instructions.
  2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu > QuickBooks Help.
    Search for Update QuickBooks, then select Update QuickBooks and follow the instructions.

    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.

  3. Switch to single user mode. For instructions to switch to single user mode, choose Help menu > QuickBooks Help.
    Search for Switch to Single User Mode and follow the instructions.

    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.

  4. Enable Classic Mode (Register Mode).
  5. For instructions to enable Classic Mode (Register Mode), choose Help menu > QuickBooks Help. Search for Banking Feed Modes,
    select Bank Feeds Modes overview, scroll down, and follow the instructions.
Task 2: Connect to First National Bank Weatherford for a final download before 5pm CST Thursday April 26, 2018
  1. Log in to First National Bank Weatherford and download your QuickBooks Web Connect file.
  2. Click File > Utilities > Import > Web Connect Files.
  3. Link your bank account with the existing QuickBooks account and click Continue.
  4. Repeat steps for each account.
Task 3: Match Downloaded Transactions

If new transactions were received from your connection, accept all new transactions into
the appropriate registers.

If you need assistance matching transactions, choose Help menu > QuickBooks Help. Search for
Matching Transactions and follow the instructions.

NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.

Task 4: Disconnect Accounts at First National Bank Weatherford on or after Monday April 30, 2018
  1. Choose the Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Click Edit menu > Edit Account.
  4. Click on the Bank Feed Settings tab in the Edit Account window.
  5. Select Deactivate All Online Services and click Save & Close.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps for each account to be disconnected.
Task 5: Reconnect Accounts to First National Bank Weatherford on or after Monday April 30, 2018
  1. Log in to First National Bank Weatherford Internet Banking and download your QuickBooks Web Connect file.
  2. Click File > Utilities > Import > Web Connect Files.

    NOTE: 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.

  3. If prompted for connectivity type, select Web Connect.
  4. Click the Import new transactions now radio button, then click OK.

    NOTE: If you previously removed the check from the “Always give me the option of
    saving to a file…” option, then this dialog will not display.

  5. In the Select Bank Account dialog, click Use an existing QuickBooks account.
  6. In the corresponding drop-down list, select your QuickBooks account, and click Continue.
  7. Confirm the prompt by clicking OK.
  8. Repeat steps for each account to be reconnected.

    IMPORTANT: Verify that all transactions downloaded successfully into your account registers.

Task 6: Re-enable Express Mode (if necessary)

NOTE: If you prefer Classic Mode (Register Mode), you are finished with your conversion. If you use
Express Mode for online banking, you may now re-enable the mode.

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.


QuickBooks for Mac (Web Connect)

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Task 1: Conversion Preparation
  1. Backup your data file. For instructions to back up your data file, choose the Help menu and
    use the Search bar available at the top. Search for Back Up and follow the instructions on screen. The
    first time you do a backup, QuickBooks will guide you through setting backup preferences.
  2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu
    and use the Search bar available at the top. Search for Update QuickBooks, select Check for QuickBooks Updates
    and follow the instructions.
Task 2: Connect to First National Bank Weatherford for a final download before 5pm CST Thursday April 26, 2018
  1. Log in to First National Bank Weatherford and download your QuickBooks Web Connect file.
  2. Click File > Import > Web Connect Files.
  3. Link your bank account with the existing QuickBooks account and click Continue.
  4. Repeat steps for each account.
Task 3: Match Downloaded Transactions

If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose the Help menu and use the Search bar available at the top. Search for
Updating Your Register, select the article with that name and follow the instructions.

NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.

Task 4: Disconnect Accounts at First National Bank Weatherford on or after Monday April 30, 2018
  1. Choose the Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Choose Edit menu > Edit Account.
  4. In the Edit Account window, click the Online Settings button.
  5. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps for each account to be disconnected.
Task 5: Reconnect Accounts to First National Bank Weatherford on or after Monday April 30, 2018
  1. Log in to First National Bank Weatherford Internet Banking and download your QuickBooks Web Connect file.
  2. Click File > Import > From Web Connect.

    NOTE: 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.

  3. If prompted for connectivity type, select Web Connect.
  4. The Account Association window displays during setup. For each account you wish to download into QuickBooks,
    click Select an Account to choose the appropriate existing account register.

    IMPORTANT: Do NOT select “New” under the action column.

  5. Click Continue.
  6. Click OK to any informational prompts.
  7. Add or match all downloaded transactions in the Downloaded Transactions window.
  8. Repeat steps for each account to be reconnected

QuickBooks Online Edition

You should perform the following instructions exactly as described, and in the order presented.
If you do not, your internet banking connectivity may stop functioning properly. This conversion
should take 15–30 minutes.

Conversion Information

QuickBooks Online data is stored on Intuit servers in the cloud. Since we update your records with
every change, we cannot restore your file to a previous point in time.

QuickBooks Online automatically updates your selected version so you are always on the latest release.

IMPORTANT: QuickBooks Online edition connectivity services may be interrupted up to
3-5 business days after the conversion is complete.

Task 1: Connect to First National Bank Weatherford for a final download before 5pm CST Thursday April 26, 2018

NOTE: Please go here if you Manually Import Transactions

  1. Choose Transactions > Banking.
  2. In the upper right corner, click Add Account.
  3. Enter [Financial Institution A] and click Find.
  4. Click the link for First National Bank Weatherford.
  5. Type your User Id and Password and click Log In.
  6. If the bank requires extra information, enter it to continue.
  7. Choose an account type for each account you’re connecting.
  8. Click Connect to download up to 90 days of transactions.

    NOTE: If you need a shorter date range, click Need a shorter date range? at the top and choose between 0, 7, or 30 days.

  9. After your download finishes, click the New Transactions tab to see what was downloaded.
Task 2: Match Downloaded Transactions

If new transactions were received from your connection, accept all new transactions on the Transactions > Banking page.
Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”. If you need assistance matching
transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

Task 3: Deactivate Accounts at First National Bank Weatherford on or after Monday May 7, 2018
  1. Choose Transactions > Banking.
  2. Click on the account you’d like to disconnect, then click the Pencil Icon.
  3. Click on Edit Account Info.
  4. Check the box next to Disconnect this account on save.
  5. Click Save.
  6. Repeat steps 2—6 for each account at First National Bank Weatherford.
Task 4: Re-activate Accounts at First National Bank Weatherford on or after Monday May 7, 2018
  1. Choose Transactions > Banking.
  2. In the upper right corner, click Add Account.
  3. Enter First National Bank Weatherford and click Find.
  4. Click the link for First National Bank Weatherford.
  5. Type your User ID and Password. Click Log In.
  6. Ensure you associate the account for First National Bank Weatherford to the appropriate account already
    listed under QuickBooks Accounts. You will want to select the matching accounts in the drop-down menu.

    IMPORTANT: Do NOT select +Add new. If you are presented with accounts you do not want to
    track in this data file, Uncheck the box next to the Account name.

  7. After all accounts have been matched, click Connect.
  8. When the download is finished click I’m done. Let’s go!
Task 5: Excluding Duplicate Transactions
  1. Choose Transactions > Banking.
  2. In the New Transactions section, click the checkboxes for the transactions you want to exclude.
  3. Click Batch Actions > Exclude Selected.

    NOTE: If you accidentally exclude a transaction, you can include it again.

Task 6: Undo Excluded Transactions
  1. Choose Transactions > Banking.
  2. Click the Excluded tab.
  3. Click the checkboxes for the transactions you want to include.
  4. Click Batch Actions > Undo.
  5. Transactions will appear again in the New Transactions tab for you to work with.
Additional Instructions: Manually Import Transactions
  1. Log in to First National Bank Weatherford Internet Banking.
  2. Download one of the following Web Connect files: .qbo (QuickBooks), .qfx (Quicken).
  3. In QuickBooks Online, choose Transactions > Banking.
  4. In the upper right corner, click File Upload.
  5. Click Browse and select First National Bank Weatherford Web Connect file from your computer.
  6. Click Next.
  7. In the drop-down menu, select the account where you’d like to upload the transactions.
  8. When the download is finished click I’m done. Let’s go!
  9. After your download finishes, click the New Transactions tab to see what was downloaded.

Mint Conversion Information

As First National Bank Weatherford completes its system conversion, Mint aggregation services may be interrupted
for up to 5 business days.

NOTE: You will be able to access online banking information by directly logging into your
financial institution website during the interrupted time.

mint.com

Mint.com data is stored on Intuit cloud servers. Data is updated with every change and cannot restore
data to a previous point in time.

For a successful account update, do not login into Mint.com for First National Bank Weatherford until 5
business days after Monday April 30 20, 2018.

During this time, the Mint.com server will automatically make the system conversion for your activated accounts.
If you log in into Mint.com during this time, you may see duplicate accounts, or an error displayed. Please do not
attempt to change the status or make any changes in Mint.com during this time. After 5 business days, the accounts
should reconcile showing your transaction history available.

If your accounts do not display current transactions after 5 business days, you may log back into Mint.com and
click refresh to update the account. After the download completes, click the Transactions tab to view up to 90 days
of transaction history.


Post-Conversion Troubleshooting

If you experience problems after First National Bank Weatherford completes its system conversion, please read the following information.

Duplicate Transactions

This is the most common issue after a system conversion. Duplicate transactions may be an issue if your
register is out of balance or you are asked to add an adjustment during reconciliation.

Here are actions you can take to resolve:

  1. If the duplicate transactions have not been added to the register, they can be deleted individually
    prior to accepting.
  2. If the transactions have already been added to the register, they can be deleted from the register
    individually or in groups.
QuickBooks Knowledge Base Article

Delete transactions from Online Banking Center: http://intuit.me/2DIAsRp

Quicken

If there are too many transactions to delete individually, or it is too difficult to follow the instructions
to delete multiple transactions, restore a backup file and download the transactions again.

Important: If the backup was not made right before following the conversion
instructions, the customer must manually delete the transactions.

Quicken Knowledge Base Articles:

Edit and Delete Downloaded Investment Transactions: http://bit.ly/2kramvM

Delete Transactions: http://bit.ly/2krgMvc

Problem Description: http://bit.ly/2wCJIEF

Duplicate Accounts after Reconnecting

You are unable to link to an existing account, you are prompted to create a new account, or you are only given
the choice to add a new account.

Here are actions you can take to resolve:

  1. First, confirm that all accounts have been deactivated, including inactive (QuickBooks) or hidden (Quicken) accounts.
  2. Then, if you’re working in QuickBooks, delete any downloaded transactions that do not match the register in
    the Online Banking Center. If you’re working in Quicken, delete the duplicate accounts.
  3. Finally, repeat the reconnection steps.
QuickBooks Knowledge Base Article

Add and match Bank Feed transactions: http://intuit.me/2B9Uhy0

Hide mistakenly-added accounts: http://intuit.me/2FMgCFr

Quicken Knowledge Base Articles:

You are prompted to create a new account: http://bit.ly/2lRtHTV

You need to delete an account: http://bit.ly/2xMcZvq

You need to hide an account: http://bit.ly/2lQGuWU

Connected/Reconnected the Incorrect Account

Your transactions are downloading into the wrong account.

Here are actions you can take to resolve:

  1. First, open the account register for the incorrectly linked account.
  2. If the transactions have not yet been accepted into the register in QuickBooks, delete them in the Online Banking Center. Then, deactivate the account. If the transactions have not yet been accepted into the register in Quicken, delete the transactions.
  3. If the transactions have already been added to the register in Quicken or QuickBooks, restore a backup.
  4. Finally, repeat the reconnection steps. Be sure the customer links to the correct account when reconnecting.
QuickBooks Knowledge Base Article

Delete Non-Matching Transactions: http://intuit.me/2wCoXZO

Quicken Knowledge Base Articles:

Handling Transactions in the Wrong Account: http://bit.ly/2lMnoV1


     
 
 
 
 
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