- 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 after, 11/6/2018, 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 after, 11/13/18, 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.
- Introduction, As, Visions Federal Credit Union, completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive. To complete these instructions, you will need your User ID and Password for each Financial Institution. Note:, Quicken Express Web Connect, uses the same User ID and Password as your financial institution’s website. You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes. Thank you for making these important changes!, 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, select, Backing up data files, , and follow the instructions. Download the latest Quicken Update. For instructions to download an update, choose, Help, menu >, Search, . Search for Updates, select “Check for Updates,” and follow the instructions. Step 2: Connect to Visions Federal Credit Union for a final download before 11/4/2018 Select your account under the, Accounts, list on the left side. Choose, Accounts, menu >, Update Selected Online Account, . Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing. Step 3: Disconnect Accounts at Visions Federal Credit Union on or after11/6/2018 Select your account under the, Accounts, list on the left side. Choose, Accounts, menu >, Settings, . Select, Troubleshooting, >, Deactivate Downloads., Repeat steps for each account to be disconnected. Step 4: Reconnect Accounts to Visions Federal Credit Union on or after11/13/2018 Select your account under the, Accounts, list on the left side. Choose, Accounts, menu >, Settings, . Select, Set up transaction download., Enter, [Financial Institution B], in the, Search, field, select the name in the, Results, list and click, Continue, . Enter your, User Id, and, Password, and click, Continue, . If the bank requires extra information, enter it to continue. Note: Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted. In the “, Accounts Found, ” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the, Action, column, select “, Link”, to pick your existing account. Note: Do, NOT, select “, ADD, ” under the action column. Select, Finish, .
- Introduction, As, Visions Federal Credit Union, completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive To complete these instructions, you will need your User ID and Password for each Financial Institution. You should perform the following instructions exactly as described and in the order…, 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, , select, Backing up data files, , and follow the instructions. Download the latest Quicken Update. For instructions to download an update, choose, Help, menu >, Search, . Search for, Updates, , select “Check for Updates,” and follow the instructions. Step 2: Connect to Visions Federal Credit Union for a final download before 11/4/2018 Select your account under the, Accounts, list on the left side. Choose, Accounts, menu >, Update Selected Online Account, . Sign in to online banking and download transactions for an account. Import the transactions. Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing. Step 3: Connect Accounts at Visions Federal Credit Union on or after 11/6/2018 Select your account under the, Accounts, list on the left side. Choose, Accounts, menu >, Settings, . Select Set up transaction download. Enter, Visions Federal Credit Union, in the, Search, field, select the name in the, Results, list and click, Continue, . Log in to https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login ., Download, a file of your transactions to your computer. Note: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions. Drag and drop the downloaded file into the box, Drop download file, . Note: Select “Web Connect” for the “Connection Type” if prompted. In the “, Accounts Found, ” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the, Action, column, select “, Link”, to pick your existing account. Note: Do, NOT, select “, ADD, ” under the action column unless you intend to add a new account to Quicken. Click, Finish, . Repeat steps for each account to be connected.
