By October 2nd at 4 PM:
- Backup your Quicken Mac data file and update the application.
- Choose File > Save a Backup.
- Download the latest Quicken Update. Choose Quicken > Check for Updates. 2. 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.
After October 5th at 8 AM:
Activate online banking connection for accounts connected to financial institution that is requesting this change.
- Select your account under 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.
- 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.
- Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted
- 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.
