DISABLE YOUR ACCOUNTS

1.      Choose Lists menu à Chart of Accounts.

2.      Select the account to disable in the Chart of Accounts list, and choose

Edit menu à Edit Accounts.

3.      If necessary, edit the Name of the account in the Edit Account dialog.

4.      Click the Online Settings button. 

5.      Select Not enabled from the Download transactions drop-down list.

6.      Click Save.

Repeat steps 2 through 6 for each account from which you download transactions.

RE-ENABLE YOUR ACCOUNTS

IMPORTANT: Do not complete section D until after the conversion.

1.      Re-enabling your account is as easy as downloading from the Web site. Anytime after the conversion, log in to the Web site and download and save your Web Connect file (.QBO file extension) to your Mac.

Important:  To avoid the possibility of creating duplicate records when downloading into QuickBooks, select a “from” date that does not include records previously downloaded.

In QuickBooks, choose Banking menu à Downloaded Transactions.
Click OK if any informational prompts display.

2.      In the Downloaded Transactions dialog, click Import File to import the account information contained in the Web Connect file that you saved. Select the Web Connect file, and click Open. 

3.      The Account Association dialog displays during setup only. Click Select an Account to choose to map the online account to an existing account register. Then click Continue.

4.      Click OK to any informational prompts.

Repeat steps 1 through 5 for each account that you previously disabled.

5.      Verify that all transactions downloaded successfully into your account registers.

DEACTIVATE YOUR ACCOUNTS  

1.      Choose Online menu à One Step Update.

2.      In the One Step Update Settings dialog, uncheck any boxes that are checked, and then click Update Now.

3.      If a software update is available, then you will be prompted to apply it now.

4.      Once the update is complete, restart Quicken.

5.      Quicken banking customers: right-click your first account from

the list under Cash Flow Center.

6.      Select Edit account from the pop-up menu.

1.      In the Account Details dialog, click the Online Services tab.

2.      Click Remove Connection or Remove from One Step Update in the One Step Update area. Confirm the remaining prompts.

3.      Click the General Information tab. In the Financial Institution field, type the name

 of your financial institution. Optionally, edit the Account Name

field to reflect the new financial institution.

Click OK to close the Account Details dialog. Repeat steps

1 through 6 for each applicable account.

ACTIVATE YOUR ACCOUNTS  

1.      Open a Web browser and log in to your financial institution’s Web site and download your transactions into Quicken.

Important: To avoid the possibility of creating duplicate records when downloading into

Quicken, select a “from” date that does not include records previously downloaded.

2.      Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the Quicken account.

Repeat steps 1 and 2 for each account that you will use for online banking or investing.

AUTOMATING YOUR WEB CONNECT DOWNLOADS  

Express Web Connect provides the option of activating the One Step Update feature, which automates the downloading of Web Connect data. To activate the One Step Update feature, take either of these actions:

·         If you see the Activate One Step Update prompt during the Web Connect download process, click Yes, and then click Activate.

·         From Quicken, choose Online menu à One Step Update. In the dialog that displays, choose Activate One Step Update link next to your financial institution’s name.

Once activated, you can choose Online menu à One Step Update to perform downloads.

DISABLE YOUR ACCOUNTS  

1.      Choose Lists menu à Chart of Accounts.

2.      Right-click your first account.

3.      QuickBooks 2005–2006 customers: select Edit Account from the pop-up menu.
QuickBooks 2004 customers: select Edit from the pop-up menu.

4.      In the Edit Account window, click the Online Info tab.

5.      Deselect the Online Account Access checkbox. Click OK.

6.      Click OK again to the warning prompt.        

Repeat steps 2 through 6 for each account from which you download transactions.

ENABLE YOUR ACCOUNTS  

IMPORTANT: Do not complete section D until after the conversion.

1.      Log in to your bank’s Web site. Download your transactions into QuickBooks.

Important:  To avoid the possibility of creating duplicate records when downloading into QuickBooks, select a “from” date that does not include records previously downloaded.

2.      In QuickBooks, click the Import new transactions now radio button. Then click OK.

Note:   If you previously removed the check from the Always give me the

option of saving to a file... option, then this dialog will not display.

3.      In the Select Bank Account dialog, click the Use an existing QuickBooks account radio button. In the corresponding drop-down list, select the QuickBooks account. Click Continue.

Note:   You only need to select the account for this first download. Future downloads

apply to this account automatically.

4.      Confirm the prompt by clicking OK.

Repeat steps 1 through 4 for each account that you previously disabled.

5.      Verify that all transactions downloaded successfully into your account registers.
 

DISABLE YOUR ACCOUNTS  

1.      Choose Lists menu à Accounts.

2.      Select the account you want to disable, and click Edit.

3.      In the Download transactions: drop-down list, select not enabled. Click OK to the prompt, “You are about to disable…”

4.      Click OK to save your edits.

Repeat steps 2 through 4 for each [Financial Institution A] online
account (such as checking, savings, credit cards, and brokerage). As
each online account is disabled, its blue online circle icon disappears.
Verify that your account list does not display blue online circle icons
for any accounts at [Financial Institution A].

ENABLE YOUR ACCOUNTS WITH

 [FINANCIAL INSTITUTION B]

IMPORTANT: Complete section E on or after the conversion.

1.      Log in to your bank’s Web site. Download your transactions into Quicken.

Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a “from” date that does not include records previously downloaded.

2.      Click the Use an existing Quicken account radio button. In the corresponding

drop-down list, select the Quicken account.

Repeat steps 1 and 2 for each account that you will use for online banking or investing.

DEACTIVATE YOUR ACCOUNTS

1.      Choose Online menu à One Step Update.

2.      Uncheck all boxes and click Update Now.

3.      If a software update is available, then you will be prompted to apply it now.

4.      Once the update is complete, you must restart Quicken.

5.      Quicken banking customers: right-click your first account in the Cash Flow

6.      Select Edit account from the pop-up menu.

1.      In the Account Details dialog,

click the Online Services tab.

2.      Click Deactivate in the Transaction Download area. Confirm the remaining prompts.

3.      Click OK to close the Account Details dialog.

Repeat steps 1 through 5 for each account from which you download transactions.

REACTIVATE YOUR ACCOUNTS

 1.      Log in to your Financial Institution’s Web site. Download your transactions into Quicken.

Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a “from” date that does not include records previously downloaded.

2.      Click the Use an existing Quicken account radio button. In the corresponding

drop-down list, select the applicable Quicken account.

Repeat steps 1 and 2 for each account that you will use for online banking or investing with your Financial Institution.