Personal Financial Management software offers two ways for utilization, WebConnect and Direct Connect. WebConnect allows downloads of transactional information directly from the financial institutions website. Direct Connect allows downloads of transactional information and the ability to pay bills directly from the software.
FirstBank allowed the use of WebConnect and the instructions below provide the steps needed to deactivate your previous FirstBank account and set up your new Regions account in Quicken®, QuickBooks®, and/or Microsoft® Money using your existing file. Before the new setup process can be completed, a new Regions Online ID and Password must first be created by following the steps provided on the previous page.
If you are interested in learning more about Direct Connect please visit the Quicken, Money and QuickBooks sections of www.regions.com.
Instructions may vary slightly dependent upon the version utilized.
PLEASE NOTE: Download your last FirstBank transactions on April 24, 2009 prior to 8:00 pm ET.
For Quicken:
- Download your last FirstBank transactions. (As stated above this action must be completed by 8:00 pm ET on April 24, 2009.)
- Backup your Quicken file.
- Next, deactivate your FirstBank accounts
- Right Click on the Account
- Choose Edit Account from the drop-down list
- Click on the Online Services tab
- Choose Remove from One Step Update
- Open a web browser and login to Regions Online Banking
- Select Download to Desktop Software on the Account Summary page
- Choose Quicken from the Select a Format drop-down list
- Choose the account(s) that you want to show within the Quicken software
- Leave the default option selected in the Select a Time Frame section
- Click Submit
- Follow the on screen instructions to complete the new account setup within Quicken.
For QuickBooks:
- Download your last FirstBank transactions. (As stated above this action must be completed by 8:00 pm ET on April 24, 2009.)
- Backup your QuickBooks file.
- Next, deactivate your FirstBank accounts
- Right Click on the Account
- Choose Edit Account from the drop-down list
- On the Edit Account window click on the Online Info tab
- Deselect Online Account Access and click OK
- Click OK
- Repeat these steps for each account
- Open a web browser and login to Regions Online Banking
- Select Download to Desktop Software on the Account Summary page
- Choose QuickBooks from the Select a Format drop-down list
- Choose the account(s) that you want to show within the QuickBooks software
- Leave the default option selected in the Select a Time Frame section
- Click Submit
- Follow the on screen instructions to complete the new account setup within QuickBooks.
For Microsoft Money
- Download your last FirstBank transactions. (As stated above this action must be completed by 8:00 pm ET on April 24, 2009.)
- Backup your Money file.
- Open a web browser and login to Regions Online Banking
- Select Download to Desktop Software on the Account Summary page
- Choose Microsoft Money from the Select a Format drop-down list
- Choose the account(s) that you want to show within the Money software
- Leave the default option selected in the Select a Time Frame section
- Click Submit
- Follow the on screen instructions to complete the new account setup within Money.