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Quicken Mac Conversion Backup
Quicken Mac Direct Connect and Quicken Connect
On the 1st Action Date:
Backup Quicken Mac Data File and Update the application.
Choose
File > Save a Backup
.
Download the latest Quicken Update. Choose
Quicken > Check for Updates
.
Complete a final transaction download.
Complete last transaction update before the change to get all of your transaction history up to date.
Accept all new transactions into the appropriate registers.
On the 2nd Action Date:
Activate the online banking connection for accounts connected to the financial institution that is requesting this change.
Click your account in the Accounts list on the left side.
Choose
Accounts > Settings
.
Select
Set up transaction download
.
Enter your financial institution name in the search field, select the correct option and click
Continue.
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.
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.
Click
Finish
.
Banking
Business
Business Checking
Online Banking
Debit Card
Credit Cards
Remote Deposit
Loans
Loans
Find a Commercial Lender
Other Services
ACH
HSA
QuickBooks
Other Business Services
Find a Treasury Rep
Bauer Financial
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Learn more about
Bauer Financial’s
5-Star Rating.
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