Quicken & QuickBooks Guides

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website.
2. Download your transactions according to your financial institution’s directions.
3. If you are given a choice for your download format, choose “Quicken Web Connect (*.QFX)” and save the file to your computer.

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open Quicken and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Quicken data file open in Quicken 2017 before you begin Step 2.

4. Open Quicken, then chose File > Import > Bank or Brokerage File (OFX, QFX)… You will see a navigation window
5. Navigate to the file you downloaded in Step 2, then click Open
6. Click Link an Existing Account if you have an appropriate account in the account list. If you do not have an account yet, click Create a new account and enter a nickname for that account
7. Click Import
8. Click OK to confirm and finish

Updating Accounts: The One Step Update
After an account has been setup for online banking, you can update your account data and information very easily. Just click Update Accounts.

Set Up an Account for Online Banking (Quicken Connect)

1. Click Add Account on the sidebar
2. Choose the type of account you want to set up
3. After you select, type the name of the account you want to add, you will see the financial institution selection screen. Type the name of your financial institution to filter the list
4. When you see your financial institution’s name in the filter results, click it and click Continue
5. Quicken will now display a login screen: type the credentials you use to log into your financial institution’s website and follow the prompts to add your accounts to Quicken 2017

NOTE: During the Quicken Connect setup, you might be asked to enter your Multi-Factor Authentication information. This could be a series of security questions, a one-time passcode, etc.

Updating Accounts: The One Step Update
After an account has been setup for online banking, you can update your account data and information very easily. Just click Update Accounts.

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions
3. If you are given a choice for your download format, choose “Quicken Web Connect (*.QFX)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open Quicken and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Quicken data file open in Quicken 2014 before you begin Step 2.

4. Open Quicken, then choose File > File Import > Web Connect File… You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Link an Existing Account if you have an appropriate account in the account list. If you don’t have an account yet, click Create a new account and enter a nickname for that account.
7. Click Import
8. Click OK to confirm and finish

Updating Accounts:  The One Step Update
After an account has been setup for online banking, you can use One Step Update to update information:

1. Choose Tools > One Step Update...
2. Enter the necessary information for the listed accounts (such as passwords or user ID) and click Update Now.
3. Follow the instructions to update your accounts.

Set Up an Account for Online Banking (Express Web Connect)

1. Choose Tools > Add Account
2. Select the type of account you want to set up
3. After you select the type the name of the account you want to add, you will see the financial institution selection screen. Type the name of your financial institution to filter the list
4. When you see your financial institution’s name in the filter results, click to select it, and click Next
5. Quicken will now display a login screen: type the credentials you use to log into your financial institution’s website and follow the prompts to add your accounts to Quicken 2016

NOTE: During the Express Web Connect setup, you might be asked to enter your Multi-Factor Authentication information. This could be a series of security questions, a one-time passcode, etc.

Updating Accounts: The One Step Update
After an account has been set up for online banking, you can use One Step Update to update information:

1. Choose Tools > One Step Update
2. Enter the necessary information for the listed accounts (such as passwords or user ID) and click Update Now
3. Follow the instructions to update your accounts

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions
3. If you are given a choice for your download format, choose “Quicken Web Connect (*.QFX)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open Quicken and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Quicken data file open in Quicken 2015 before you begin Step 2.

4. Open Quicken, then choose File > File Import > Web Connect File… You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Link an Existing Account if you have an appropriate account in the account list. If you don’t have an account yet, click Create a new account and enter a nickname for that account.
7. Click Import
8. Click OK to confirm and finish

Updating Accounts: The One Step Update
After an account has been set up for online banking, you can use One Step Update to update information:

1. Choose Tools > One Step Update
2. Enter the necessary information for the listed accounts (such as passwords or user ID) and click Update Now
3. Follow the instructions to update your accounts

Set Up an Account for Online Banking (Express Web Connect)

1. Click Tools > Add Account
2. Select the type of account you want to set up
3. After you select the type the name of the account you want to add, you will see the financial institution selection screen. Type the name of your financial institution to filter the list
4. When you see your financial institution’s name in the filter results, click to select it, and click Next
5. Quicken will now display a login screen: type the credentials you use to log into your financial institution’s website and follow the prompts to add your accounts to Quicken 2014

NOTE: During the Express Web Connect setup, you might be asked to enter your Multi-Factor Authentication information. This could be a series of security questions, a one-time passcode, etc.

Updating Accounts: The One Step Update
After an account has been set up for online banking, you can use One Step Update to update information:

1. Choose Tools > One Step Update
2. Enter the necessary information for the listed accounts (such as passwords or user ID) and click Update Now
3. Follow the instructions to update your accounts

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions
3.  If you are given a choice for your download format, choose “Quicken Web Connect (*.QFX)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open Quicken and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Quicken data file open in Quicken 2014 before you begin Step 2.

4. Open Quicken, then choose File > File Import > Web Connect File… You will see an import dialog
5.  Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Link an Existing Account if you have an appropriate account in the account list. If you don’t have an account yet, click Create a new account and enter a nickname for that account
7. Click Import
8. Click OK to confirm and finish

Updating Accounts: The One Step Update
After an account has been set up for online banking, you can use One Step Update to update information:

1. Choose Tools > One Step Update
2. Enter the necessary information for the listed accounts (such as passwords or user ID) and click Update Now
3. Follow the instructions to update your accounts

Set Up an Account for Online Banking (Express Web Connect)

1. Click Tools > Add Account
2. Select the type of account you want to set up
3. After you select the type the name of the account you want to add, you will see the financial institution selection screen. Type the name of your financial institution to filter the list
4. When you see your financial institution’s name in the filter results, click to select it, and click Next
5. Quicken will now display a login screen: type the credentials you use to log into your financial institution’s website and follow the prompts to add your accounts to Quicken 2014

NOTE: During the Express Web Connect setup, you might be asked to enter your Multi-Factor Authentication information. This could be a series of security questions, a one-time passcode, etc.

Updating Accounts: The One Step Update
After an account has been set up for online banking, you can use One Step Update to update information:

1. Choose Tools > One Step Update
2. Enter the necessary information for the listed accounts (such as passwords or user ID) and click Update Now
3. Follow the instructions to update your accounts

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website.
2. Download your transactions according to your financial institution’s instructions. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Company file open in QuickBooks 2017 before you begin step 2.

3. Open QuickBooks and your Company File
4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Use an Existing QuickBooks Account if you have an appropriate account tin the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
7. Click Continue
8. Click OK to confirm and finish

NOTE: There is an alternate way of importing a Web Connect file into QuickBooks. Go to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, then click Open.

Special Note: Matching and Adding Transactions
After you setup Bank Feeds and open the Bank Feeds Center, you will need to tell QuickBooks how to handle downloaded transactions.

1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on and click Transaction List

A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched

NOTE: You can filter your transactions easily using the status, type, and date range filters.

2. Add or Verify the QuickBooks income/expense account on each transaction

Updating an Account (Web Connect) – Bank Feeds

1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process

NOTE: For Web Connect accounts, QuickBooks will open your financial Institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.

4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it

• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open

NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open.

5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Company file open in QuickBooks 2016 before you begin Step 2.

3. Open QuickBooks and your Company file
4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Use an Existing QuickBooks Account if you have an appropriate account in the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
7. Click Continue
8. Click OK to confirm and finish

Special Note: Matching and Adding Transactions
After you set up Bank Feeds and open the Bank Feeds Center, you need to tell QuickBooks how to handle downloaded transactions.

1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on and click Transaction List

A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched

NOTE: You can filter your transactions easily using the status, type, and date range filters.

2. Add or Verify the QuickBooks income/expense account on each transaction

Updating an Account (Web Connect) – Bank Feeds

1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process

NOTE: For Web Connect accounts, QuickBooks will open your financial Institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.

4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it

• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open

NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open.

5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions
 

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions
If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it
instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Company file open in QuickBooks 2015 before you begin Step 2.

3. Open QuickBooks and your Company file
4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
5. Navigate to and select the file you downloaded in Step 2, then click Open
6. Click Use an Existing QuickBooks Account if you have an appropriate account in the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
7. Click Continue
8. Click OK to confirm and finish

Special Note: Matching and Adding Transactions
After you set up Bank Feeds and open the Bank Feeds Center, you need to tell QuickBooks how to handle downloaded transactions.

1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on and click Transaction List.

A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched.

NOTE: You can filter your transactions easily using the status, type, and date range filters.

2. Add or Verify the QuickBooks income/expense account on each transaction

Updating an Account (Web Connect) – Bank Feeds

1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process

NOTE: For Web Connect accounts, QuickBooks will open your financial Institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.

4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it

• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open

NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open.

5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions

Set Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website
2. Download your transactions according to your financial institution’s instructions. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Company file open in QuickBooks 2014 before you begin Step 2.

3. Open QuickBooks and your Company file, then choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
4. Navigate to and select the file you downloaded in Step 2, then click Open
5. Click Use an Existing QuickBooks Account if you have an appropriate account in the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account
6. Click Continue
7. Click OK to confirm and finish

Special Note: Matching and Adding Transactions
After you set up Bank Feeds and open the Bank Feeds Center, you need to tell QuickBooks how to handle downloaded transactions.

1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on and click Transaction List.

A colored bar will indicate the following:
• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched.

NOTE: You can filter your transactions easily using the status, type, and date range filters.

2. Add or Verify the QuickBooks income/expense account on each transaction

Updating an Account (Web Connect) – Bank Feeds

1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process

NOTE: For Web Connect accounts, QuickBooks will open your financial Institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.

4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it

• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open

NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open

5. QuickBooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or just click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, then select the account, and click the Transaction List button to view and match the downloaded transactions

Setup Up an Account for Online Banking (Web Connect)

1. Log into your financial institution’s website.
2. Download your transactions according to your financial institution’s instructions.
3. If you are given a choice for your download format, choose “Quicken Web Connect (*.QFX)” and save the file to your computer.

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open Quicken and begin to import the transactions. If you plan to open the file directly, we recommend that you have your Quicken data file open in Quicken 2017 before you begin Step 2.

4. Open Quicken, then choose File > Import > Bank or Brokerage File (OFX, QFX)… You will see a navigation window.

5. Navigate to the file you downloaded in Step 2, then click Open.

6. Click Link an Existing Account if you have an appropriate account in the account list. If you don’t have an account yet, click Create a new account and enter a nickname for that account.

7. Click Import.

8. Click OK to confirm and finish.

Updating Accounts: The One Step Update

After an account has been set up for online banking, you can use update your account data and information very easily. Just click Update Accounts.