Right-click your first applicable account from the list.In the Type in the word(s) to search for: prompt, enter Reconciling an account.ĭEACTIVATE YOUR ACCOUNTS FROM WEB CONNECT For assistance reconciling your account register, choose Help menu à Quicken Help.In the Type in the word(s) to search for: prompt, enter Accept downloaded transactions.For help accepting transactions, choose Help menu à Quicken Help.Important: You will not be able to proceed to the next section until you accept all transactions in the Downloaded Transactions tab. Once the transactions are downloaded, accept all the transactions into your Quicken account register.Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing. Note: You may not be able to download these transactions after the conversion. Log in to your financial institution’s Web site, if available.Once the update is complete, restart Quicken.If a software update is available, then you will be prompted to apply it now.In the One Step Update Settings dialog, uncheck any boxes that are checked, and then click Update Now.Specify which file to back up and where you want the backup saved in the Quicken Backup dialog and then click OK.Quicken® Personal Finance Software 2007-2010 for Windows®Īccount Conversion Instructions for Web Connectįollow these instructions to correctly convert your account for Web Connect.
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