Refer to this guide for instructions about using Quicken’s online account services to save time and automatically keep your records up to date.
Before you can download your transactions with Quicken, you need Internet access, your customer ID, and your password. Your Quicken customer ID and password are the same as the ones you use to log in to Business Connect, The Business Bank online banking web product.
This guide includes the following sections:
- Downloading the Latest Quicken Update - Describes the steps to download free product updates as they become available for your version of Quicken.
- Creating a New Quicken Account - Explains how to use Express Setup to create a new Quicken account for downloading transactions and paying bills online.
- Keeping your Quicken Accounts up to Date - Explains how to download transactions or send payments with accounts that you have activated for online account services.
For step-by-step help with an online task, choose Help menu/Quicken Help. In the Type in the word(s) to search for: prompt, enter Download Transactions.
DOWNLOADING THE LATEST QUICKEN UPDATE
1. Click the Update icon on the Quicken toolbar.
2. Uncheck all boxes, and click Update Now in the One Step Update Settings dialog.
3. If an update is available, then Quicken provides a description of the update and brief instructions for downloading the update.
4. When the update completes, restart Quicken.
CREATING A NEW QUICKEN ACCOUNT
1. Choose Cash Flow menu/Cash Flow Accounts/Add Account.
2. In the This account is held at the following institution: field, enter “The Business Bank”, and click Next.
3. If the Select Bank Location dialog displays, then choose your location from the list, and click OK.
4. With Yes selected to connect to your FI through Quicken, click Next.
5. Enter your customer ID and password. Enter your password again to confirm it. Click Next.
6. All downloadable Quicken accounts display. You can customize the Quicken Account Name for each account by typing directly in the field. Click Next.
7. Click Done to confirm that the accounts in the list are the ones that you wish to set up.
8. If the Rename Your Payees windows displays after the download, then do one of the following:
- To accept the default name change of one or more payees, check the box next to each payee.
- To enter a different payee name, check the appropriate payee name, click Edit, and follow the
on-screen instructions.
- To leave a payee name unchanged, do not check it.
To apply the payee name changes, click Apply Settings. Or, to exit this window with out making changes, click Cancel.
9. Review your One Step Update Summary page. Click Close.
KEEPING YOUR QUICKEN ACCOUNTS UP TO DATE
Update Accounts from the Online Center
The Online Center provides additional functions. Within the Online Center, you can easily download transactions for or transfer money between the accounts that you have activated for online account services.
1. To open the Online Center, choose Online menu/Online Center.
Tip: To update all of your accounts at once, choose Online menu/One Step Update. Then enter your password in the One Step Update Settings dialog, and click Update Now.
 2. When the update completes, Quicken displays your transactions at The Business Bank. To open your account register, click the appropriate account under the Cash Flow Center, located at the left of the Quicken application. CONGRATULATIONS, YOU ARE SET UP AND READY TO USE QUICKEN!
If you have any questions regarding these instructions, you may contact us at 952-847-1100. A customer service representative will be available to assist you from 8:00A.M. to 5:00P.M., Monday-Friday. You may also refer to: http://www.intuit.com/support/quicken. |
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