Quicken

 

 

Services may be interrupted. Please download a QFX/OBO file.

 

Quicken Windows Direct Connect and Express Web Connect

1. Deactivate online banking connection for accounts connected to the financial institution that is requesting this change.

   1. Choose Tools > Account List.

   2. Click Edit on the account to deactivate.

   3. In Account Details, click Online Services.

   4. Click Deactivate. Follow prompts to confirm deactivation.

   5. Click the General tab.

   6. Delete Financial Institution and Account Number information. Click OK to close window.

   7. Repeat steps for any additional accounts that apply.

2. Reconnect the online banking connection for your accounts.

   1. Choose Tools > Account List.

   2. Click Edit on the account you want to activate.

   3. In Account Details, click Online Services and then choose Set up Now.

   4. Type your institution’s name in the search field and click Next.

   5. Enter your financial institution 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 your financial institution.

6. 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.

7. After all accounts have been matched, click Next and then Done.

 

Quicken Mac Direct Connect and Quicken Connect

Activate the online banking connection for accounts connected to the financial institution that is requesting this change.

1. Click your account in the Accounts list on the left side.

2. Choose Accounts > Settings.

3. Select Set up transaction download.

4. Enter your financial institution name in the search field, select the correct option and click Continue.

5. Enter your financial institution 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 your financial institution.

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.

 

Quicken Windows Web Connect

1. Deactivate online banking connection for accounts connected to financial institution that is requesting this change.

   1. Choose Tools > Account List.

   2. Click Edit on the account to deactivate.

   3. In Account Details, click Online Services.

   4. Click Deactivate. Follow prompts to confirm deactivation.

   5. Click the General tab.

   6. Delete Financial Institution and Account Number information.

   7. Click OK to close window.

   8. Repeat steps for any additional accounts.

2. Reconnect online banking connection for accounts that apply.

   1. Download a Quicken Web Connect file from your financial institution’s online banking site.

   2. In Quicken, choose File > File Import > Web Connect (.QFX) File.

   3. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.

   4. 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.

   5. Repeat this step for each account you have connected to this institution.

 

Quicken Mac Web Connect

Activate online banking connection for accounts connected to financial institution that is requesting this change.

1. Select your account under the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter your financial institution name in the search field, select the correct option and clickContinue.
5. Log into your financial institutions 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

 

QuickBooks Windows Web Connect

1. Deactivate online banking connection for accounts connected to financial institution that is

requesting this change.

a.  Choose Lists menu > Chart of Accounts.

b.  Right-click the first account you want to deactivate and choose Edit Account.

c.  Click the Bank Feeds Settings tab in the Edit Account window.

d.  Select Deactivate All Online Services and click Save & Close.

e. Click OK for any alerts or messages that may appear with the deactivation.

f. Repeat steps for any additional accounts that you need to deactivate.

2. Reconnect online banking connection for accounts that you deactivated.

a. Log in to your financial institution'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.

b. In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your

                 saved Web Connect file and select to import.

c. 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.

d. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm

                 by selecting OK.

 

 

QuickBooks Mac Web Connect

1. Deactivate online banking connection for accounts connected to the financial institution that is

requesting this change.

a. Choose Lists > Chart of Accounts.

b. Select the first account you would like to deactivate and choose Edit > Edit Account.

c. Select Online Settings in the Edit Account window.

d. In the Online Account Information window, choose Not Enabled from the Download

Transactions list and click Save.

e. Click OK for any dialog boxes that may appear with the deactivation.

f. Repeat steps for any additional accounts that apply.

2. Reconnect online banking connection for accounts that apply.

a. Log in to your financial institution’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.

b. In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to

                  import your saved Web Connect file.

c. 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.

d. Click Continue and OK for any dialog boxes that require action.