Quicken for Mac 2015/2017
Conversion Instructions - Web Connect
Introduction
As AltaOne Federal Credit Union completes its system upgrade, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.
To complete these instructions, you will need your User ID and Password for each Financial Institution.
You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This process should take 15–30 minutes.
Thank you for making these important changes.
Documentation and Procedures
Task 1: Conversion Preparation
1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates,” and follow the instructions.
Task 2: Connect Accounts at AltaOne on or after July 5, 2017.
1.
Select your account under the
Accounts list on the left side.
2.
Choose
Accounts menu >
Settings.
3.
Select Set up transaction download.
4.
Enter
AltaOne Federal Credit Union in the
Search field, select the name in the
Results list and click
Continue.
5.
Log in to
AltaOne Federal Credit Union.
Download a file of your transactions to your computer.
| NOTE: 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. |
6.
Drag and drop the downloaded file into the box
Drop download file.
| NOTE: Select “Web Connect” for the “Connection Type” if prompted. |
7.
In the
“
Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select
“Link” to pick your existing account.
| IMPORTANT: Do NOT select “ADD” under the action column unless you intend to add a new account to Quicken. |
8.
Click
Finish.
9.
Repeat steps for each account to be connected.
Quicken for Mac 2007
Conversion Instructions - Web Connect
Task 1: Conversion Preparation
1. Backup your data file. For instructions to back up your data file, choose
Help menu >
Search. Search for
Backing Up, select “
Backing Up Your Data,” and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose
Help menu >
Search. Search for
Updates, select “
Checking for Updates to Quicken,” and follow the instructions.
Task 2: Disconnect Accounts at AltaOne on or after July 5, 2017.
1. Choose
Lists menu >
Accounts.
2. Select the account to deactivate and click
Edit.
3. In the
Download Transactions drop-down list, select
Not Enabled. Follow the prompts to confirm the deactivation.
4. Remove the information within the
Account Number and
Routing Number fields.
5. Click
OK to save your edits.
6.Repeat steps 2 – 5 for each account to be disconnected.
Verify your account list does not display a blue online circle icon for the accounts you are disconnecting.
Task 3: Connect Accounts at AltaOne on or after July 5, 2017.
1. Download your Quicken Web Connect file from AltaOne Federal Credit Union.
| NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the Web Connect import, you may end up with duplicate transactions. |
2. Import your transactions to Quicken.
3. Associate the account to the appropriate account already listed in Quicken. Select
Use an existing account.
4. Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click
OK.
5. Repeat steps for each account to be reconnected.
6. Choose
Lists menu > Accounts. Verify each account at AltaOne Federal Credit Union has a blue online circle indicating it has been reactivated for online services.