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Quicken for Mac 2007 WebConnect - Conversion Instructions

Quicken for Mac 2007 - WebConnect

Introduction

As your former bank completes its system conversion to Security Bank of Kansas City, 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 your former bank’s website as well as the Security Bank of Kansas
City Online Banking interface.

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 conversion should take 15–30
minutes.

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 Your Data,” and follow the instructions.
  2. Make sure you 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: Connect to Your Former Bank for a Final Download.
Note: If you do not complete this task by April 20th, 2017, disregard this step and move to Task 3. Valley View Bank customers should automatically skip to Task 3.
 
  1. Choose Online menu > Download Transactions.
  2. Select your account from the drop-down list.
  3. Click Download to access your former bank.
  4. Enter your User ID and Password to login to the website. Download your transactions into Quicken.
  5. Repeat the download process for each account you have (such as checking, savings, credit cards and brokerage).
  6. Once all accounts have been downloaded, accept all transactions into your Quicken account registers.
Task 3: Deactivate Your Accounts at Your Former Bank.
  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 at your former bank.
  7. Verify your account list does not display a blue online circle icon for the accounts you are deactivating.
Task 4: Reactivate Your Accounts at Security Bank of Kansas City
  1. Download your Quicken Web Connect file from Security Bank of Kansas City.
    IMPORTANT: 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 you are reactivating.
  6. Choose Lists menu > Accounts. Verify each account at Security Bank of Kansas City has a blue online circle indicating it has been reactivated for online services
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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