Repeat this step for each account you need to update. b. Download the latest Quicken Update.Choose File > Backup and Restore > Backup Quicken File. Backup Quicken Windows Data File & Update. Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.Under Action, choose Link to pick your existing account. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Important: If your credentials do not work, contact United Bank Customer Care at 800.327.9862 between the hours of: Monday - Friday 8:00 a.m.5. Enter your financial institution credentials.Enter your financial institution name in the search field, select the correct option and click Continue. Click your account in the Accounts list on the left side. Accept all new transactions into the appropriate registers.Īctivate the online banking connection for accounts connected to the financial institution that is requesting this change.
Complete last transaction update before the change to get all of your transaction history up to date.
Backup Quicken Mac Data File and Update the application. Quicken Mac Direct Connect and Quicken Connect After all accounts have been matched, click Next and then Done
If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.
Deactivate online banking connection for accounts connected to financial institution that is requesting this change. Accept all new transactions into the appropriate registers.