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Security Bank of Kansas City
 

Quicken Windows WebConnect-Conversion Instructions

Quicken for Windows - 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. Download your Quicken Web Connect file from your former bank.
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
  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 for each account you wish to deactivate.

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 in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  3. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
    IMPORTANT: Do NOT select 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, select Ignore – Don’t Download into Quicken or click the Cancel button.
  4. Repeat steps for each account you wish to reactivate in Quicken.