In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Enter your financial institution name in the search field, select the correct option and click Continue.ĥ. Enter your financial institution credentials.Ħ. Click your account in the Accounts list on the left side.Ĥ. On or After December 6, 2021:Īctivate the online banking connection for accounts connected to the financial institution that is requesting this change.ġ.
Accept all new transactions into the appropriate registers.
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Complete last transaction update before the change to get all of your transaction history up to date.ī.
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Backup Quicken Mac Data File and Update the application.ī. After all accounts have been matched, click Next and then Doneġ. Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. 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. Select Link to an existing account and select the matching accounts in the drop-down menu. Ensure you associate the accounts to the appropriate accounts 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. Direct Connect might require credentials that do not match your online banking credentials. Express Web Connect uses the same credentials you use for your institution’s online banking login. Type your institution’s name in the search field and click Next. Type your institution’s name in the search field and click Next.Į. In Account Details, click Online Services and then choose Set up Now.ĭ. Click Edit on the account you want to activate.Ĭ. Reconnect the online banking connection for your accounts.ī. Repeat steps for any additional accounts that apply.Ģ. Delete Financial Institution and Account Number information. Follow prompts to confirm deactivation.į. In Account Details, click Online Services.ĭ. Click Edit on the account to deactivate.Ĭ. Deactivate online banking connection for accounts connected to financial institution that is requesting this change.ī. Go to Help > Check for Updates.ģ. Complete a final transaction download. Go to File > Backup and Restore > Backup Quicken File.Ģ.
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