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You will want to select Link to an existing account and select the matching accounts in the drop-down menu. Ensure you associate the account to the appropriate account already listed in Quicken. NOTE: You may be presented with a security question from CU SoCal prior to receiving your accounts.ĩ. If presented with the Select Connection Method screen, select Express Web Connect.Ĩ. Enter CU Southern California in the search field, select the name in the list and click Next.ħ. Use Advanced Setup to activate your account.Ħ. In the Account Details dialog, click the Online Services tab.ĥ. Click the Edit button of the account you want to activate.ģ. Task 4: Reconnect Accounts to CU Southern California after the second to last week in JulyĢ. Repeat steps for each account to be disconnected. Remove the financial institution name and account number. Follow the prompts to confirm the deactivation.Ħ. In the Account Details dialog, click on the Online Services tab.Ĥ. Click the Edit button of the account you want to deactivate.ģ. Task 3: Disconnect Accounts in Quicken on or after second week in JulyĢ. Search for Matching Transactions and follow the instructions.

Note: If you need assistance matching transactions, choose Help menu > Quicken Help. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

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In the One Step Update Settings dialog, make sure all items are checked and click Update Now.Ĥ.

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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.ģ.

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Search for Update Software and follow the instructions.Ģ.

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For instructions to download an update, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.Ģ. For instructions to back up your data file, choose Help menu > Quicken Help. Download a file of your transactions to your computer.ġ.

Enter CU Southern California in the Search field, select the name in the Results list and click Continue.

Task 3: Connect Accounts at CU Southern California after second to last week of July

Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.

Choose Accounts menu > Update Selected Online Account.

Select your account under the Accounts list on the left side.

Search for Updates, select “Check for Updates,” and follow the instructions. For instructions to download an update, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions. For instructions to back up your data file, choose Help menu > Search. IMPORTANT: Do NOT select “ ADD” under the action column.ĭocumentation and Procedures Task 1: Conversion Preparation Under the Action column, select “ Link” to pick your existing account. In the “ Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. NOTE: Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted.ħ. If the CU SoCal requires extra information, enter it to continue. Enter your User Id and Password and click Continue.Ħ. Enter CU Southern California in the Search field, select the name in the Results list and click Continue.ĥ. Task 4: Reconnect Accounts to CU of Southern California in the last week of JulyĤ. Select Troubleshooting > Deactivate Downloads.Ĥ. Task 3: Disconnect Accounts in Quicken on or after the second to last week of Julyģ. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing. Choose Accounts menu > Update Selected Online Account.ģ. Select your account under the Accounts list on the left side.Ģ. Task 2: Optional task- Complete a final download before the second to last week of Julyġ. Search for Backing Up, select Backing up data files, and follow the instructions.Ģ. Documentation and Procedures Task 1: Conversion Prepġ.