Quicken Mac Web Connect Conversion Instructions

Quicken Mac Web Connect

On the 1st Action Date:

  1. Backup your Quicken Mac data file and update the application.
    1. Choose File > Save a Backup.
    2. Download the latest Quicken Update. Choose Quicken > Check for Updates.
  2. Complete a final transaction download.
    1. Complete last transaction update before the change to get all of your transaction history up to date.
    2. Repeat this step for each account you need to update.
    3. Accept all new transactions into the appropriate registers.

On the 2nd Action Date:

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 click


  1. 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.

  1. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect

for the “Connection Type” if prompted

  1. 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.

  1. Click Finish.