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Security Bank of Kansas City
 

Quicken Windows Express Connect-Conversion Instructions

Quicken for Windows - 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: 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 Tools menu > One Step Update.
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step
    Update dialog.
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.
    NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.

Task 3: Deactivate Your Accounts at Your Former Bank.

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps 2—6 for each account to be deactivated.

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

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter Security Bank of Kansas City and click Next.
  7. If presented with the Select Connection Method screen, select Express Web Connect.
  8. Enter your User ID and Password. Click Connect.
    NOTE: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
    IMPORTANT: Do NOT select Add to Quicken 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, select Ignore – Don’t Download into Quicken.
  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  11. Click Done or Finish.