Documentation and Procedures
Step 1: Conversion Preparation
- Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions.
- Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Update Software and follow the instructions.
Step 2: Connect to Visions Federal Credit Union for a final download before 11/4/2018
- Download your Quicken Web Connect file from https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login
- Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
- Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
- 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.
Step 3: Disconnect Accounts at Visions Federal Credit Union on or after11/6/2018
- Choose Tools menu > Account List.
- Click the Edit button of the account you want to deactivate.
- In the Account Details dialog, click on the Online Services tab.
- Click Deactivate. Follow the prompts to confirm the deactivation.
- Click on the General tab.
- Remove the financial institution name and account number. Click OK to close the window.
- Repeat steps for each account to be disconnected.
Step 4: Reconnect Accounts to Visions Federal Credit Union on or after11/13/18
- Download your Quicken Web Connect file from https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login
Note: 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.
- Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
- 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.
Note: 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.
- Repeat steps for each account to be reconnected.