Quicken for MAC Instructions

Quicken for MAC Instructions

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.