How to disconnect and then reconnect Quicken® and QuickBooks®

IMPORTANT: Action Required

Thank you for choosing to bank with BBVA Compass using your financial management software. In an effort to ensure we are providing you with the latest technology and security, we are upgrading our Online Banking system. The update will require you to modify your financial management settings and possibly update your software to ensure a smooth transition of your data. If your financial management system is not disconnected and reconnected to our Online Banking services as instructed below, it may lose information and cause transactions to fail.

The letter and email you received informed you of the dates you must disconnect and reconnect your financial management software. Please schedule approximately one hour of your time on both days to properly disconnect, update (if needed) and re-sync your financial management software to BBVA Compass Online Banking. If you are uncertain of the dates or any other information related to this process, please call us at 1-800-603-3579, M-F (7am-10pm) and Sat (10am-4pm).

Action Needed

  • It is important that you update your software before reconnecting to BBVA Compass. If you are using Quicken or QuickBooks Windows 2014 or older, please upgrade to a newer version of software prior to reconnecting, as Intuit is discontinuing support of these versions.
    • If you choose not to upgrade your Quicken or QuickBooks software, you should consider using the BBVA Compass Online Banking service via the Web.  It offers many of the same benefits of Online Banking with QuickBooks without separate money management software and can be accessed with your Online Banking Username and Password.  For more information about our Online Banking service, go to www.bbvacompass.com
  • You will need to sign in to Online Banking and confirm your username prior to the upgrade. Today, we allow you to sign-in with various credentials, after the upgrade you will be required to sign-in with your Online Banking Username. 
  • If you have scheduled recurring Bill Payments set up through your financial management software, you will need to set these up under Bill Payments in our Online Banking after the upgrade. We apologize for any inconvenience as we work to restore this functionality back to your financial management software. 
  • Additionally, if you had outside accounts at other financial institutions linked to your BBVA Compass Online Banking. You will not be able to see those accounts for a short period of time, beginning November 28, 2016, until your Online Banking is upgraded.

Please choose the set of disconnect and reconnect instructions that pertain to your software connection and operating system.

These instructions do not apply to the online cloud sync of Quicken and QuickBooks. These instructions only apply to the installed versions of Quicken and QuickBooks that utilize Direct Connect to download transactions and balances.

Disconnect Your Financial Management Software

Please select your software connection and operating system for disconnect instructions.

Disconnect Online Banking with Quicken® for Windows®

It is important that you perform the following instructions precisely and in the order instructed. If you do not, you risk losing important information. You will need your BBVA Compass Username and Password to complete this process.

For all Quicken actions listed below please reference Help in the main menu → "Quicken Help." If you have additional questions that cannot be resolved in Quicken give us a call at 1-800-603-3579. We have a team of representatives available to assist you M-F (7am-10pm) and Sat (10am-4pm).

Please perform the following tasks by 5pm CT (4pm MT) prior to the date of the Online Banking upgrade as specified in your letter and email:

  1. Install the latest update for the current version of Quicken software on your device. There is no need to purchase new software. 
    Check to see if you have the latest release of your software version:
    1. Choose "Quicken Help" from the main menu, then "Update Software."
    2. Enter your vault password or individually enter institution passwords.
    3. In One Step Update Settings, uncheck all boxes and "Update Now."
    4. Accept any new transactions into your Quicken account register.
    5. Apply the update if available.
    6. Once the update completes, "Restart" Quicken.
  2. If you have any outstanding payments with BBVA Compass, we ask that you cancel them. If you do not have payments scheduled skip to step 4. 
    To cancel payments:
    1. Choose the "Tools" from the main menu, and then choose "Online Center."
    2. Select "Compass Bank" from the Financial Institution drop-down list.
    3. On the "Payments" tab, select an account with a future-dated payment.
    4. Select "Print" to save your list of pending payments. You can use this list when you recreate and send these payments later.
    5. In the payment status list, cancel payments with a scheduled delivery date on or after the date we are upgrading our Online Banking service. Select the Payee, and then "Cancel Payment."
    6. Perform steps (a) and (e) for all payments scheduled for delivery on or after the Online Banking upgrade.
    7. On the toolbar, choose "Repeating."
    8. Select a payment instruction and click "Delete." You will click "Delete" again in a confirmation window.
    9. Repeat step (h) for all repeating payments with Compass Bank. 
      Please note, after the Online Banking upgrade all repeating bill payments must be scheduled in Online Banking using Bill Pay.
    10. Send the cancel payment request:
      1. Choose "Online" from the main menu, and then select "Online Center."
      2. Select "Compass Bank" from the Financial Institution drop-down.
      3. Select the "Email" tab, and check your inbox.
      4. Select "Update/Send."
      5. Please make sure all items are checked in the Online Update account dialog. Enter your Compass Bank password and select "Update Now."
      6. If new transactions appear in your Online Update Summary, go to the register and accept the transactions.
  3. Reconcile your accounts in Quicken.
    1. Choose "Accounts" from the main menu, then "Reconcile."
    2. Reconcile each Compass bank account.
  4. Back up your current data.
    In the event that an error occurs during the upgrade, you can use this file to restore your data.
    1. Choose "File" from the main menu, and then "Back up."
    2. Specify which file you wish to back up, the location you wish to save the back up, then "OK."
  5. Deactivate each Compass Bank account.
    1. From the main menu select "Tools," then "Account List."
    2. Select "Edit" on the account you wish to deactivate.
    3. In the Account Details, select the "General" tab.
    4. Take note of your Account Number, Routing Number and Customer ID. You will need this information to reactivate the account after the BBVA Compass Online Banking service upgrade.
    5. Select the "Online Services" tab
    6. Select "Deactivate"
    7. Select "Deactivate Online Payment" (only available if you use bill pay services within Quicken).
    8. "OK"
    9. Repeat steps (a)-(h) for each Compass Bank checking, savings or money market account.
    10. Please double-check and ensure each account is deactivated by viewing the Online Services tab (e)-(g). As each account is deactivated the word “Activated” disappears by the account in the Online Services column.

On the date specified in the letter and email (Sunday, following the upgrade after 9 a.m. CT), you will need to reconnect your financial management services to BBVA Compass Online Banking. In the next section there are reconnect steps to help you successfully reconnect.

Disconnect Online Banking with Quicken® for Mac®

It is important that you follow the detailed instructions precisely and in the order instructed. If you do not, you risk losing important information. You will need your BBVA Compass Username and Password to complete this process.

For all Quicken actions listed below please reference "Help" in the main menu → "Quicken Help". If you have additional questions that cannot be resolved in Quicken give us a call at 1-800-603-3579. We have a team of representatives available to assist you M-F (7am-10pm) and Sat (10am-4pm).

Please perform the following tasks by 5pm CT (4pm MT) prior to the date of the Online Banking upgrade as specified in your letter and email:

  1. Launch Quicken and install the latest update for the current version of Quicken software on your device. There is no need to purchase new software.
    1. Choose "Quicken" from the main menu, and then "Check for Updates".
    2. If a software update is available, you will be prompted to apply it now.
    3. Apply the update.
    4. Once the update is completed, Restart Quicken.
  2. Download your most recent transactions from Compass-New.
    Choose Accounts from the main menu, then "Update All Online Accounts".
    1. Select the Summary window.
    2. If you have any new transactions accept them into your Quicken account register.
  3. Reconcile your BBVA Compass Accounts.
    Select the account you wish to reconcile in the accounts list to the left.
    1. Choose "Accounts" from the main menu, then "Reconcile Account".
    2. All recent transactions should be selected. Update transaction selections as needed (ending date and ending balance) and reconcile your account.
    3. Repeat for each BBVA Compass account.
  4. Back up your Quicken data.
    Choose "File" from the main menu, and then choose "Save A Back up".
    1. Select the file to back up and the location you wish to save the back up in the Quicken Back up dialog, and select "OK".
  5. Deactivate your Accounts with Compass-New.
    Select one account from the accounts list on the left.
    1. Select "Accounts", then "Settings".
    2. Make note of your Account Number, Routing Number and Customer ID to use when you reactivate the account after the upgrade of our Online Banking services.
      Please Note: After the upgrade of our Online Banking services you must use your "BBVA Compass Online Banking Username" to reconnect Online Banking to Quicken. You will no longer be able to use your Customer ID, Social Security Number, Tax ID or 9-digit number with letter at the end.
    3. Select "Change Connection Type".
    4. On the Set Up screen, select "Options".
    5. When asked “How Should Quicken Connect?”, select "Manual", then "Continue".
    6. Confirm the correct account is displayed and "Finish".
    7. Repeat steps (b)-(g) for each “Compass-New” account.

On the date specified in the letter and email (Sunday, following the upgrade after 9 a.m. CT), you will need to reconnect your financial management services to BBVA Compass Online Banking. In the next section there are reconnect steps to help you successfully reconnect.

Disconnect Online Banking with QuickBooks® for Windows®

It is important that you perform the following instructions precisely and in the order instructed. If you do not, you risk losing important information. You will need your BBVA Compass Username and Password to complete this process.

For all QuickBooks® actions listed below please reference "Help" in the main menu → "QuickBooks Help". If you have additional questions that cannot be resolved in Quicken give us a call at 1-800-603-3579. We have a team of representatives available to assist you M-F (7am-10pm) and Sat (10am-4pm).

Please perform the following tasks by 5pm CT (4pm MT) prior to the date of the Online Banking upgrade as specified in your letter and email:

  1. Launch QuickBooks and Install the latest update for the current version of QuickBooks software on your device. There is no need to purchase new software.
    1. Choose "Help" from the main menu and Search for "Update QuickBooks".
    2. Select "Update QuickBooks" and follow the instructions to complete update.
    3. Enter your vault password or individually enter institution passwords.
    4. If a software update is available, you will be prompted to apply it now.
    5. "Apply" the update.
    6. Once the update is complete, you will need to "Restart QuickBooks".
  2. Cancel any outstanding payments with Compass Bank.
    Select "List" from the main menu, and then choose "Chart of Accounts".
    1. Select an account with scheduled payments on or after the date of the Online Banking upgrade.
    2. Locate the transaction in the QuickBooks account register.
    3. Select the payment you need to cancel.
      *Please Note payment details, so you can reschedule the payment after the upgrade, when you resync the QuickBooks to Online Banking.
    4. Select Edit from the main menu, then "Cancel Payment".
    5. Repeat steps (a)-(e) for all payments scheduled for delivery on or after date of the upgrade. 
      Please note, after the Online Banking upgrade all repeating bill payments must be scheduled in Online Banking using Bill Pay.
  3. Download your latest transactions from Compass Bank.
    Choose "Banking" from the main menu, then "Bank Feeds", and select "Bank Feeds Center".
    1. Select "Compass Bank" from the Financial Institution drop-down.
    2. "Send/Receive".
    3. Enter your "Password", if not saved.
    4. All items should be checked in the Online Update for this account.
    5. Enter your "Compass Bank Password" and "Update Now".
    6. Once the download is completed, review the transactions in the "Downloaded Transactions list".
    7. "Add/Match" all transactions not already recorded in the QuickBooks account register. Repeat for each "Compass Bank" account.
      1. Reconcile your accounts in QuickBooks.
        Select "Accounts" from the main menu, and then choose "Reconcile".
        1. Reconcile all Compass Bank accounts.
      2. Back up your current QuickBooks data.
        Choose "File" from the main menu, and then "Back up".
        1. Select the file to back up and the location you wish to save the backup, "OK".
      3. Deactivate your accounts with Compass Bank.
        Choose "List" from the main menu, and then choose "Chart of Accounts".
        1. Select the account in the list you wish to deactivate.
        2. Select "Edit" from the main menu, then "Edit Account".
        3. Select the "Online Services" tab in the Edit Account window, and then select the "Bank Feeds Settings" tab.
        4. Record the Account Number to use when you reactivate the account in a later step.
        5. Select "Deactivate All Online Services" and "Save & Close".
        6. Repeat steps (a)-(e) for each Compass checking, savings or money market account.

On the date specified in the letter and email (Sunday, following the upgrade after 9 a.m. CT), you will need to reconnect your financial management services to BBVA Compass Online Banking. In the next section there are reconnect steps to help you successfully reconnect.

Disconnect Online Banking with QuickBooks® for Mac®

It is important that you follow the detailed instructions precisely and in the order instructed. If you do not, you risk losing important information. You will need your BBVA Compass Username and Password to complete this process.

For all QuickBooks® actions listed below please reference "Help" in the main menu → "QuickBooks Help". If you have additional questions that cannot be resolved in Quicken give us a call at 1-800-603-3579. We have a team of representatives available to assist you M-F (7am-10pm) and Sat (10am-4pm).

Please perform the following tasks by 5pm CT (4pm MT) prior to the date of the Online Banking upgrade as specified in your letter and email:

  1. Launch QuickBooks and Install the latest update for the current version of QuickBooks software on your device. There is no need to purchase new software.
    1. Check for an update by choosing "QuickBooks" in the main menu, then "Check for QuickBooks Updates".
    2. If a software update is available, you will be prompted to apply it now.
    3. "Apply" the update.
    4. Once the update is complete, you will need to "Restart" QuickBooks.
  2. Download your latest transactions from Compass-New.
    Choose "Banking" from the main menu, and "Download Transactions".
    1. Enter your "Compass-New" password, and click "OK".
    2. Once the download is completed, review the transactions in the "Downloaded Transactions" list.
    3. "Add/Match" all transactions not already recorded in the QuickBooks account register. Repeat for each "Compass-New" account.
    4. Once you have completed, "Delete" all unmatched transactions on each "Compass-New" account.
  3. Reconcile your Compass-New accounts.
    Select an account to reconcile from the accounts list on the left.
    1. Choose "Banking" from the main menu, and then select "Reconcile".
    2. Validate all recent downloaded transactions are selected and update the ending date and ending balance as needed.
    3. Repeat the reconcile process for each Compass-New account.
  4. Back up QuickBooks Data.
    1. Choose "File" from the main menu, and then "Back up".
    2. In the QuickBooks Back up dialog, specify which file to back up and where you would like the backup saved, and click "OK".
  5. Deactivate your accounts with Compass-New.
    Choose List from the main menu, then "Chart of Accounts".
    1. Right-click one of your Compass Bank accounts.
    2. Select "Edit Account" from the drop-down.
    3. On the Edit Account screen, select "Online Settings".
    4. Make note of your Account Number. You will need this information when we re-sync your account after the upgrade.
    5. Select "Download Transaction" drop-down and choose "Not Enabled".
    6. "Save".
    7. Click "OK" on the notification.
    8. Repeat steps (b)-(h) to deactivate each BBVA Compass account checking, savings or money market account.
    9. Verify each account is deactivated on the Chart of Accounts. When deactivated the blue circle will no longer display next to the balance of the account.
    10. Select "OK" on the "Edit Account" screen.

On the date specified in the letter and email (Sunday, following the upgrade after 9 a.m. CT), you will need to reconnect your financial management services to BBVA Compass Online Banking. In the next section there are reconnect steps to help you successfully reconnect.

Reconnect Your Financial Management Software

To connect to BBVA Compass Online Banking with the most current version of the Quicken or QuickBooks software, please have your Online Banking Username and Password provided to you at account opening and follow the instructions below.

If you have difficulty please call us at 1-800-603-3579. We have a team of representatives available to assist you M-F (7am-10pm) and Sat (10am-4pm).

Please select your software connection and operating system for reconnect instructions.

If you received an email stating you were not successfully upgraded, please reconnect to the previous financial institution name. Follow the reconnect instructions, but do not update the new financial institution name until successfully upgraded to the new Online Banking system.

Connect Online Banking with Quicken® for Windows®
  1. Launch Quicken
  2. Choose Tools from the main menu, then "Account List."
  3. Select the "Edit" button of the account you wish to activate.
  4. In Account Details dialog, select the "Online Services" tab.
  5. "Set Up Now."
  6. Use "Advanced Set Up" to activate your account.
  7. Select "Activate Online Payment," in the Online Payment area if you wish to send bill payments within Quicken.
  8. When prompted for the financial institution, search for and select "BBVA Compass." 
    If you do not see BBVA Compass in the list of financial instructions, use the following steps to update the financial institutions list with the latest updates. 
    1. Go back to the Account List and select Add New Account.
    2. Enter account information as thought you are adding a new account.
    3. When prompted to select the financial institution, type BBVA and select "BBVA Compass."
    4. Select Cancel to stop the new account add process.
    5. Go back to step 2 to locate and edit your existing account. Since the financial institution list is now updated, you should find and select BBVA Compass on step 8.
  9. If presented with the "Select Connection Method" screen, select "Direct Connect."
  10. Enter your Quicken User ID/Customer ID/Social Security number, then enter your BBVA Compass Online Banking User ID/Nickname.
  11. Enter your Online Banking Password in the PIN field.
  12. "Connect."
  13. Ensure to associate the account with the appropriate account listed in Quicken.
  14. Select "Link to an Existing Account" and select the matched accounts in the drop-down.
    Select "Add to Quicken" if you wish to add a new account to Quicken.
  15. Once all accounts are matched, click Next.
  16. You will receive confirmation that your accounts have been added. "Done/Finish."
  17. Quicken will now initiate a transaction download connection with BBVA Compass. Once the download is complete, select each BBVA Compass account and verify the Online Banking service connection has been activated. Your balances will be updated on your account list and register, where you will accept and/or delete transactions.
  18. Review each accounts recent transactions. Quicken may have downloaded transactions previously downloaded and reconciled. Only "Accept" new transactions since your last download as Reviewed. Delete any “unaccepted” transactions. This one-time action will remove duplicate transactions.

Schedule Online Payments:

  1. Choose "Online" from the main menu, then "Online Center"
  2. Got to the Payments tab and set up each payment. If you need assistance scheduling payments access Help and search for “Creating an Online Payment”
  3. Update Now. 

    If you currently have "recurring bill payments" set up through your financial management software, you will need to schedule those Bill Payments again in Online Banking after you disconnect. We are working to enable you to set up these recurring Bill Payments through your software again in the future.

After this one-time configuration, you will perform an account download by doing a "One Step Update."

  1. Launch Quicken
  2. Choose "Tools" from the main menu, "Online Center, One Step Update."
  3. Click to select your preferred download options.
  4. Enter your BBVA Compass Online Banking password to the right of BBVA Compass.
  5. Select "Update Now."
  6. Download new transactions.
Connect Online Banking with Quicken® for Mac®
  1. Launch Quicken
  2. Reconnect one account at a time. Select a BBVA Compass account by choosing an account from the accounts list on the left.
  3. Select "Accounts" from the main menu, then "Settings."
  4. "Setup Transaction Download"
  5. On the "Setup" screen, search for "BBVA Compass." 
    If you do not see BBVA Compass in the list of financial instructions, use the following steps to update the financial institution list with the latest updates.
    1. Go back to the Accounts and select Add New Account.
    2. Enter account information as thought you are adding a new account.
    3. When prompted to select the financial institution, type BBVA and select "BBVA Compass" from the list.
    4. Select Cancel to stop the new account add process.
    5. Go back to step 2 to locate and edit your existing account. Since the financial institution list is now updated, you should find and select BBVA Compass on step 5.
  6. In the Financial Institution list, select "BBVA Compass," and "Continue."
  7. Enter your BBVA Compass Online Banking Username and Password as the Customer ID and Password. "Continue."
  8. On the Add Online Service screen, match each account to the appropriate account number. Once each account is matched, "Continue."
  9. "Finish."
  10. Quicken will now initiate a transaction download connection with BBVA Compass. Once the download is complete, select each BBVA Compass account and verify the Online Banking service connection has been activated.
  11. Review each accounts recent transactions. Quicken may have downloaded transactions previously downloaded and reconciled. Only mark new transactions since your last download as Reviewed. Delete any “non-reviewed” transactions. This one-time action will remove duplicate transactions.

After this one-time configuration, you will perform an account download by doing a "One Step Update."

  1. Launch Quicken
  2. Choose your preferred download options.
  3. Enter your BBVA Compass Online Banking password, if it is not saved.
  4. Select "Update Now."
  5. Download new transactions.
Connect Online Banking with QuickBooks® for Windows®
  1. Choose "List" from the main menu, then "Chart of Accounts"
  2. Select the BBVA Compass accounts you wish to reactivate
  3. QuickBooks 2014 or 2015: Choose "Banking," "Bank Feeds," and "Bank Feeds Center"
    QuickBooks 2016: Choose Banking from the main menu, then "Banking Feeds", and "Set Up Bank Feed for an Account"
  4. Search for and select "BBVA Compass".

    If you do not see BBVA Compass in the list of financial instructions, click here.

    NOTE: Program Data is a hidden folder by default. You can unhide folders by doing the following:

    Windows Vista/7:

    1. Open Folder Options by clicking the Start button, clicking Control Panel, clicking Appearance and Personalization, and then clicking Folder Options.
    2. Click the View tab.
    3. Under Advanced Settings, click Show hidden files and folders, and then click OK.


    Windows 8:

    1. Access the Control Panel. ...
    2. Type "folder" into the search bar and select Show hidden files and folders.
    3. Then, click on the View tab at the top of the window.
    4. Under Advanced Settings, locate "Hidden files and folders."
    5. Click on OK.
    6. Hidden files will now be shown when performing searches in Windows Explorer.


    Windows 10:

    1. Open This PC, click View and select Options.
    2. Show the hidden files and folders in the View settings.
    3. In the Folder Options window, choose View, select Show hidden files, folders, and drives, and then click OK.

  5. "Next".
  6. If prompted for connectivity type, choose "Direct Connect".
  7. Enter your "Online Banking Username" when prompted for your "Customer ID".
  8. Enter your "Online Banking Password" in the "Password" field.
  9. Confirm password and "Connect".
  10. The list of available accounts from BBVA Compass will display. If you have more than one account, match each BBVA Compass QuickBooks account to the appropriate BBVA Compass account number in list, and complete the remaining prompts. It is very important that you match these accounts correctly to ensure your accounts are properly synced.
    If you have more than 10 accounts, then repeat steps 1-6 for each additional set of 10 accounts.
  11. QuickBooks will now initiate a transaction download connection with BBVA Compass.
  12. Once the download is complete, select each BBVA Compass account and verify each account at BBVA Compass has been reactivated for online services. Balances should be updated on your chart of accounts and account register.
  13. "Add/Match" new transactions since your last download on each BBVA Compass account. QuickBooks may have downloaded transactions you previously downloaded and reconciled, be sure to not duplicate transactions.
  14. Once you have completed step 13, "Delete" all unmatched transactions on each "BBVA Compass" account. This one time action will remove all duplicate transactions
  15. Repeat these steps for each additional set of 6 accounts until all of your accounts are activated.

Once accounts are activated, schedule Online Payments:

  1. Choose "Banking" from the main menu, "Bank Feeds", then "Bank Feeds Center".
  2. From the "Payments tab", setup each payment. If you need assistance search for “Pay A Vendor Online” in Help → QuickBooks Help.
  3. "Send/Receive" to initiate a connection to transmit payments. 

    If you currently have recurring bill payments set up through your financial management software, you will need to schedule those Bill Payments again in Online Banking after you disconnect. We are working to enable you to set up these recurring Bill Payments through your software again in the future.

After completing this one time configuration, you will have the convenience of downloading directly into QuickBooks. Now, each time you perform an account download, you’ll do a Transaction Download by following these steps:

  1. Launch QuickBooks.
  2. Choose "Banking" from the main menu, then "Bank Feeds".
  3. Choose your preferred "download options".
  4. Enter your "Online Banking Password" to the right of BBVA Compass.
  5. "Send/Receive".
  6. This will download all new transactions.
Connect Online Banking with QuickBooks® for Mac®
  1. Choose "Banking" from the main menu, and then select "Online Banking Setup".
  2. On the "Set Up" screen, search for "BBVA Compass". 
    If you do not see BBVA Compass in the list of financial instructions, you will need to force a new financial institution list (FIDir.txt) file to load.


    To do this:

    1. Close QuickBooks.
    2. Open the User\Library\Application Support\QuickBooks\Downloads folder. Keep it open and in view.
    3. Delete the FIDir.txt and FI.Blueprint.xml file by dragging them to Trash then emptying the trash folder.
    4. Open QuickBooks.
    5. Observe the Downloads folder. Note that Patcher should appear then disappear. The FIDir.txt and FI.Blueprint.xml should also appear.

    If you have trouble finding the correct folder try these steps:

    1. Open the Finder. Go to the Menu Bar and open the "Go" menu. ...
    2. Enter the path of the Application Support folder. Copy the following path and paste it into the "Go to Folder" input field. ~/Library/Application Support.
  3. In the Financial Institution drop-down list, select "BBVA Compass", then "Next".
  4. When prompted to confirm if "Account activation is required by BBVA Compass", select "Yes" and click "Next".
  5. Enter your "Online Banking Username" when prompted for your Customer ID.
  6. Enter your "Online Banking Password" in the "Password" field. "Confirm Password" and "Sign In".
  7. The list of available accounts from BBVA Compass will display. If you have more than one account, match each BBVA Compass QuickBooks account to the appropriate BBVA Compass account number in list, and complete the remaining prompts. It is very important that you match these accounts correctly to ensure your accounts are properly synced.
    If you have more than 10 accounts, repeat steps 1-7 for each additional set of ten accounts for which you wish to use online services.
  8. QuickBooks will now initiate a transaction download connection with BBVA Compass.
  9. Once the download is complete, select each BBVA Compass account and verify each account at BBVA Compass has been reactivated for online services.
  10. "Add/Match" new transactions since your last download on each BBVA Compass account. QuickBooks may have downloaded transactions you previously downloaded and reconciled, be sure to not duplicate transactions.
  11. "Delete" all unmatched transactions on each "BBVA Compass" account. This one time action will remove all duplicate transactions.
  12. Repeat steps 9-11 for each BBVA Compass online service account you activated.

After completing this one time configuration, you will have the convenience of downloading directly into QuickBooks. Now, each time you perform an account download, you’ll do a "Transaction Download" by following these steps:

  1. Launch QuickBooks.
  2. Choose "Banking" from the main menu, then "Download Transactions".
  3. Select "Download All".
  4. Enter your "Online Banking Password" to the right of BBVA Compass.
  5. "Ok".
  6. This will download all new transactions.

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