Quicken Windows Web Connect Conversion Instructions

Quicken Windows Web Connect

On the 1st Action Date:

  1. Backup Quicken Windows Data File and Update.

a.Choose File > Backup and Restore > Backup Quicken File.

  1. Download the latest Quicken Update. Choose Help > Check for Updates.
  1. 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:

  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.