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Security Bank of Kansas City
 

Quicken Mac 2015-2017 Express WebConnect - Conversion Instructions

Quicken for Mac 2015-2017 - Express 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.

NOTE: Quicken Express Web Connect accounts use the same User ID and PIN/Password as your former bank Online Banking website. 


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: Connecting to Your Formal 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. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing.

Task 3: Deactivate Your Accounts at Your Former Bank.

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Troubleshooting > Deactivate Downloads.
  4. Repeat steps for each account at your former bank.

Task 4: Reactivate Your Accounts at Security Bank of Kansas City

  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 Security Bank of Kansas City in the Search field, select the name in the Results list and click Continue.
  5. Enter your User Id and Password and click Continue.
  6. If the bank requires extra information, enter it to continue.
    NOTE: Select “Express Web Connect” or “Quicken 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.
  8. Select Finish.