Quicken for Windows Conversion Instructions [Quicken for Windows WC to WC]

Transcription

1 Quicken for Windows Conversion Instructions [Quicken for Windows WC to WC] As Milford Federal Savings & Loan Association completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. You will need your customer ID and PIN to complete these steps, you will be prompted to change your password the first time you log into the website. It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take minutes. This update is time sensitive and can be completed on or after 5/21/12. Conversion Preparation 1. Backup your data file. For instructions to back up your data file, choose Help menu Search. Search for and select Backing Up Your Data and follow the instructions. 2. Download the latest Quicken update. For instructions to download an update, choose Help menu Search. Search for and select Checking for updates to Quicken and follow the instructions. Deactivate Your Account(s) 1. Choose Tools menu Account List. 2. Click the Edit or Edit Details button of the account you want to deactivate. 3. In the Account Details dialog, click on the Online Services tab. 4. Click Deactivate or Remove from One Step Update. Follow the prompts to confirm the deactivation. Note: The name of the buttons referenced above may vary depending on the

2 services you currently use and version of Quicken. 5. Click on the General or General Information tab. Delete the Account Number. 6. Delete the name of the Financial Institution. Click OK to close the window. 7. Repeat steps 2 7 for each account at Milford Federal Savings & Loan Association. Re activate Your Account(s) 1. Log in to Milford Federal Savings & Loan Association s web site. 2. Download your transactions to Quicken. 3. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account or Use an existing Quicken account and select the matching account in the drop-down menu. DO NOT select Create a new account or Create a new Quicken account. 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 2 3 for all of your accounts. Thank you for making these important changes!

3 Quicken for Mac Conversion Instructions [Quicken for Mac WC to WC] As Milford Federal Savings & Loan Association completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. You will need your customer ID and PIN for the Milford Federal Savings & Loan Association website. It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take minutes. This update is time sensitive and can be completed on or after 5/21/12. Conversion Preparation 1. Backup your data file. For instructions to back up your data file, choose Help menu Search. Search for and select Backing Up Your Data and follow the instructions. 2. Download the latest Quicken update. For instructions to download an update, choose Help menu Search. Search for and select Checking for updates to Quicken and follow the instructions. Deactivate Your Account(s) 1. Choose Lists menu Accounts. 2. Select the account that you want to disable and click Edit. 3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.

4 4. Delete the information within the Account Number and Routing Number fields. 5. Click OK to save your edits. 6. Repeat steps 2 6 for each account at Milford Federal Savings & Loan Association. 7. Verify that your account list does not display a blue online circle icon for any accounts at Milford Federal Savings & Loan Association. Re Activate Your Account(s) 1. Log into the Milford Federal Savings & Loan Association website. 2. Download your transactions to Quicken. 3. Click the Use an existing account radio button. 4. Select the corresponding existing Quicken account in the drop-down list and click OK. 5. Repeat steps 2 4 for all accounts at Milford Federal Savings & Loan Association. 6. Choose Lists menu Accounts. Verify that each account at Milford Federal Savings & Loan Association has a blue online circle indicating that it has been reactivated for online services. Thank you for making these important changes!

5 Quicken for Windows Conversion Instructions [Quicken for Windows EWC to EWC] As Milford Federal Savings & Loan Association completes its system conversion to, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your customer ID and PIN. It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take minutes. This update is time sensitive and must be completed on or after 5/21/12. Conversion Preparation 1. Backup your data file. For instructions to back up your data file, choose Help menu Quicken Help. Search for Backup Data File and follow the instructions. 2. Download the latest Quicken update. For instructions to download to download an update, choose Help menu Quicken Help. Search for Update Software and follow the instructions. Deactivate Your Account(s) 1. Choose Tools menu Account List. 2. Click the Edit or Edit Details button of the account you want to deactivate. 3. In the Account Details dialog, click on the Online Services tab. 4. Click Deactivate or Remove from One Step Update. Follow the prompts to confirm the deactivation. Note: The name of the buttons referenced above may vary depending on the services you currently use and the version of Quicken you are using.

6 5. Click on the General or General Information tab. Delete the Account Number. 6. Delete the name of the Financial Institution. Click OK to close the window. 7. Repeat steps 2 7 for each account at Milford Federal Savings & Loan Association. Re activate Your Account(s) 1. Open the account register that you want to enable for online account access. 2. Choose Account Actions Set Up Online. 3. Type your User ID and Password. Click Connect. Note: You may be presented with a security question from your Financial Institution prior to receiving your accounts. 4. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link or Exists in Quicken and select the matching accounts in the drop-down menu. DO NOT select New or Add In Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore Don t Download into Quicken. 5. After all accounts have been matched, click Next. 6. You will receive confirmation that your account(s) have been added Click Done or Finish. Thank you for making these important changes!

7 Quicken Essentials for Mac Conversion Instructions [Quicken Essentials for Mac 2010 EWC to EWC] As Milford Federal Savings & Loan Association completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. You will need your customer ID and PIN for the Milford Federal Savings & Loan Association website. It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take minutes. This update is time sensitive and can be completed on or after 5/21/12. Conversion Preparation 1. Backup your data file. For instructions to back up your data file, choose Help menu Search. Search for Backing Up and select Backing up data files and follow the instructions. 2. Download the latest Quicken update. For instructions to download an update, choose Help menu Search. Search for Updates and select Check for Updates... and follow the instructions. Deactivate Your Account(s) 1. Select your account under the Accounts list on the left side. 2. Choose Accounts menu Settings. 3. Remove the checkmark from I want to download transactions. 4. Click Save. 5. Click Continue when asked to confirm this deactivation. Note: Repeat steps 2 5 for each account at Milford Federal Savings & Loan Association.

8 Re activate Your Account(s) 1. Select your account under the Accounts list on the left side. 2. Choose Accounts menu Select Update Selected Online Account. 3. Click List Select Milford Federal Savings & Loan Association. 4. Click Continue. Select Quicken Connect for the Connection Type if prompted. 5. Click Save. 6. Enter your Login Credentials for Milford Federal Savings & Loan Association. 7. Click Continue. 8. In the Choose your Accounts screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, you will want to select your existing account. DO NOT select ADD under the action column. 9. Repeat step 8 for each additional account you wish to download into Quicken 10. Click Continue. Thank you for making these important changes!

9 Quicken Essentials for Mac Conversion Instructions [Quicken Essentials for Mac 2010 WC to WC] As Milford Federal Savings & Loan Association completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. You will need your customer ID and PIN for the Milford Federal Savings & Loan Association website. It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take minutes. This update is time sensitive and can be completed on or after 5/21/12. Conversion Preparation 1. Backup your data file. For instructions to back up your data file, choose Help menu Search. Search for Backing Up and select Backing up data files and follow the instructions. 2. Download the latest Quicken update. For instructions to download an update, choose Help menu Search. Search for Updates and select Check for Updates and follow the instructions. Deactivate Your Account(s) 1. Select your account under the Accounts list on the left side. 2. Choose Accounts menu Settings Remove the checkmark from I want to download transactions. 4. Click Save. Note: Repeat steps 2 4 for each account at Milford Federal Savings & Loan Association.

10 Re activate Your Account(s) 1. Log in to Milford Federal Savings & Loan Association s web site. 2. Download your transactions to Quicken. 3. Ensure you associate the account to the appropriate account already listed in Quicken. Under the Action column, you will want to select your existing account. DO NOT select ADD under the action column. 4. Repeat steps 2-3 for each additional account. Thank you for making these important changes!

11 Post-Conversion FAQs for Web Connect Why do I have duplicate accounts after completing activation for Web Connect? INFORMATION: This will occur if the Add or Create New account is selected, when the Web Connect accounts are presented during activation. This could have happened if the account was not deactivated prior to activating for Web Connect. Only non-activated accounts will appear in this menu. STEPS TO RESOLVE: 1. Look for bank accounts that are hidden (Quicken). If hidden accounts are found, change this status and deactivate the account. Steps to locate hidden/inactive accounts: o Quicken for Windows 2011 & 2012: Tools > Account List > Place a check in Show hidden accounts o Quicken for Windows 2009 & 2010: Tools > Account List > Click on the Account Name and remove any check marks for hiding accounts o Quicken Essentials for Mac 2010: Highlight the account in the left column, click on the Settings icon and remove the check mark next to Hide Account. 2. All Versions: Deactivate the hidden/inactive accounts. After the accounts are deactivated, delete the duplicate account from the Account List. Complete steps to activate for Web Connect, making sure that Use/Link existing account is selected and linked to the correct account. If the account is not in the drop down list after following these steps, there may be data issues. Please follow the steps for addressing data issues titled, Why can t I deactivate my account? If the account is still not in the drop down list after following these steps for possible data issues, contact Milford Federal Savings & Loan Association at (508)

12 Why can t I deactivate my account? INFORMATION: This may be caused by data issues with the file. After following the steps in the FAQ, attempt to deactivate the account. Click on the product name to view the FAQ on the support site. Quicken for Windows Quicken for Mac If the issue still persists, contact Milford Federal Savings & Loan Association at (508) I activated the incorrect account for Web Connect, how do I fix this? If there are only one or two duplicate accounts, delete the duplicate account from the Account List. When reactivating for Web Connect, make sure the correct account is selected during account setup. Note: Downloaded transactions must be accepted into the register before the account can be deleted. If there are several duplicate accounts, the easiest solution is to restore the backup file. After restoring the backup file, make sure the correct account is selected during account setup. Why do I have duplicate transactions after activating for Web Connect? INFORMATION: If you notice that your register is out of balance or you cannot reconcile the account without a balance adjustment, the likely cause is duplicate transactions in the register. Depending on the number of duplicate transactions downloaded, the best solution may be to restore the backup file created earlier in the conversion process. If there are not many duplicate transactions, they can be deleted prior to, or after accepting them to the register. STEPS TO RESOLVE: Quicken for Windows

13 Note: A preference in Quicken for Windows automatically enters the transactions into the register and may cause a balance adjustment during Reconcile. 1. Quicken 2011: Click on the Edit menu select Preferences Quicken 2011: Click on the Edit menu select Quicken Preferences 2. Select Downloaded Transactions in left column 3. Remove check from Automatic Transaction Entry, if applicable 4. Click OK. Ensure this preference has been turned off, prior to following these steps: If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time. If there are too many transactions to delete, or the steps to delete multiple transactions is difficult; restore a backup file. Quicken Essentials for Mac 2010 If the transactions have not been accepted to the register, they can be deleted one by one or multiple transactions can be deleted at one time. If the transactions have already been accepted to the register, they can be deleted one by one from the register. If there are too many transactions to delete from the register, restore a backup file. Make sure you delete the transactions prior to accepting them into the register. Quicken for Mac If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting into the register. If the transactions have already been accepted to the register, they can be deleted one by one from the register. If there are too many transactions to delete from the register, restore a backup file. Make sure you delete the transactions prior to accepting them into the register.