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Quicken Windows Web Connect Conversion Instructions
Quicken Windows Web Connect
On the 1st Action Date:
Backup Quicken Windows Data File and Update.
a.Choose File > Backup and Restore > Backup Quicken File.
Download the latest Quicken Update. Choose
Help > 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.
Repeat this step for each account you need to update.
Accept all new transactions into the appropriate registers.
On the 2nd Action Date:
Deactivate online banking connection for accounts connected to financial institution that is requesting this change.
Choose
Tools > Account List
.
Click
Edit
on the account to deactivate.
In Account Details, click
Online Services
.
Click
Deactivate
. Follow prompts to confirm deactivation.
Click the
General
tab.
Delete Financial Institution and Account Number information.
Click
OK
to close window.
Repeat steps for any additional accounts.
Reconnect online banking connection for accounts that apply.
Download a Quicken Web Connect file from your financial institution’s online banking site.
In Quicken, choose
File > File Import > Web Connect (.QFX) File
.
Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
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.
Repeat this step for each account you have connected to this institution.
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
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