Web Connect offers customers manual control over their data feed, as they export from your website and import their transactions and account. To complete these instructions, you will need your Username and Password for the Bank of the West website. Quicken Web Connect – Adding Additional Accounts. Task 2: Connect to Navy Federal Credit Union 3. Please reference the dates next to each task as this information is time sensitive. For our Quicken users, we offer Quicken Web Connect and Express Web Connect, which allows the receiving of data. It’s an easy way to organize your personal finances. Express Web Connect (Windows) / Quicken Connect (Mac) Automatically update balance and transactions from online banking into Quicken. Quicken for Windows. Download your transactions into Quicken. Quicken for Windows Conversion Instructions for 08/23/2017 Web Connect Introduction As First National Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Afterward, you can import the transactions so they become available in your Bank Feeds. Repeat this step for each account (such as checking, savings, credit cards, and. These common issues and suggestions can help resolve these issues when Quicken isn't updating your transactions correctly. Select “Quicken Connect” for the “Connection Type” if. We hope to have a fix for these issues as soon as possible--Quicken Kathryn. you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken for Mac. Mid-Atlantic FCU completes its system conversion you will need to modify your Quicken settings to ensure the smooth transition of your data. Direct Connect or Express Web Connect. Quicken may prompt to activate One Step Update after a successful Web Connect download. You should take some time when youre investing in a car. As DFCU Financial completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. com The Quicken Express Web Connect through Woodforest Online Services has been reactivated. The requested site is either unavailable or cannot be found. Please reference the dates next to each task as this information is time sensitive. Open your Quicken software to Get Started! For more detailed instructions, refer to Quicken’s User Guide regarding creating accounts and downloading bank account information. Quicken for Windows Conversion Instructions Quicken for Windows 2013-2015 Express Web Connect Introduction Nordstromcard. Why do I need to verify my identity for Quicken Direct Connect? For your security we must verify your identity before enabling Quicken's Direct Connect download method. Manage your banking and accounting needs more efficiently and your business more effectively with SunTrust Direct Connect for QuickBooks. has introduced Quicken 2019, the latest release of its comprehensive personal finance software featuring Web access from any browser and Quicken 2019 is Now Available, Introducing Web. quicken free download - Quicken, Quicken Deluxe 2018, Pocket Quicken (Palm) (Win), and many more programs. When making business software decisions, accounting is at the forefront. completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. When to upgrade. Quicken Express Web Connect Windows Workaround Workaround for Windows. Search for Updates, select “Check for Updates,” and follow the instructions. When it's completed, the software should be set up for "Quicken Web-connect". Web Connect: With Web Connect, you manually download transactions from your Financial Institutions website into Quicken. Both programs were part of Intuit (INTU), but Quicken was sold to H. Conversion Instructions Quicken for Windows 2015-2017. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Choose from a variety of banking services to help you manage your money whenever and wherever it’s most convenient for you. Quicken for Mac 2015-2017 Conversion Instructions Express Web Connect Introduction As Citywide Banks completes its system conversion to Mountain Valley Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. Click File > File Import > Web Connect File. Quicken for Windows 2013–2015. On Quicken on Mac, make sure to uncheck "Automatically improve quality of downloaded payee names and categories". completes its system conversion to. The downloaded transactions are then uploaded into your QuickBooks ® software manually. To make this change, Quicken first needs to disable Direct Connect for these accounts. Documents and Procedures Task 1: Download Transactions Before Deactivating Online Services 1. Quicken for Windows Page 1 of 2 Quicken for Windows Conversion Instructions Web Connect Introduction As Eastern Bank completes its business online banking conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your. Open Quicken 2. Huntington's Bank Identifier within Quicken ® has changed, therefore you will need to make a minor change to your Quicken software. Quicken Web Connect – Adding Additional Accounts. Much like Quicken, you can connect bank accounts, credit cards, mortgages, and even investment accounts. Find answers to frequently asked questions about downloading information from your Ameriprise Financial accounts into Quicken. Conversion Instructions. direct connect is when you have the quicken software connect the bank directly web connect is when you go to the website yourself and download a report in quicken format then in the quicken you go to file / import / quicken web connect and browse to the file that you downloaded from the site that way works better with etrade at least initially. This technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register. If you select one of these providers, please contact them d. On the Statement Download screen choose the statement period you wish to download and select the appropriate QIF file type. Guys, what the heck is going on with Quicken? It has not worked since last night. Quicken provides access to a log of the OFX Send/Recv SGML text, which is the same text you can find for AqBanking when you create the AQOFX_LOG_COMM system variable in Windows. Choose from a variety of banking services to help you manage your money whenever and wherever it’s most convenient for you. com from an external browser to initiate a download of a Web Connect file into Quicken (. Web Connect. Quicken for Mac 2007 Conversion Instructions Web Connect Introduction As GFA Federal Credit Union completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. I don't know the process for the Mac version. Quicken for Windows Conversion Instructions Web Connect Introduction As Commercial State Bank completes its system conversion to American Momentum Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken for Windows. Quicken for Mac 2016-2018 Conversion Instructions Web Connect Introduction As First Community Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Bank does not sell or distribute Quicken software, you will need to purchase it prior to enrollment. Under the  Action  column, select  “Link”  to pick your existing account. For instructions to download an update, choose Help menu > Search. One Step Update is activated. Please reference the dates. Direct Connect or Express Web Connect. Quicken for Windows Transition Instructions Express Web Connect Introduction As Citizens Bank & Trust Company completes its internet banking transition, you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken® for Mac 2015-2017 Treasury Management Instructions - Web Connect. Please reference the dates next to each task as this information is time sensitive. Express Web Connect to Web Connect. with Quicken We use bank-level encryption cannot be compromised Learn more about our security Q Upgrade to Direct Connect Upgrade to Direct Connect What is Direct Connect? Save time by paying bills and transferring money directly from Quicken. Select the OK button to save your changes. Use Web Connect to download account information into Quicken® or Microsoft® Money. Quicken for Mac 2007 Conversion Instructions Web Connect. Express Web Connect instructions. No monthly access fee; Learn more about Quicken's connection services. Quickbook Users Mac 2015-2017 - Express Web Connect : Get support from our team of experts. As the maker of Quicken and QuickBooks Desktop (Intuit) moves toward improving its products, services, and security, the retirement of older versions of software is necessary. Changes on your bank's end can also create issues. I struggled with Quicken Express Web Connect Errors for quite some time. Select whether you want to download the information into an existing Quicken account or have Quicken create a new account and click Continue. If you already use or plan to use Quicken ® financial management software, you can use it online at Comerica. completes its Online Bankingconversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference. It is necessary for you to modify your. Pacific Commerce Bank. Easier to use - Direct Connect files may be automatically opened from within QuickBooks & Quicken, which eliminates the need for you to search for files that have been downloaded. Web Connect issues can occur for several reasons. Quicken will change the connection method from Direct Connect to Express Web Connect for your accounts at Redstone Federal Credit Union with user ID 7188225. "Quicken is not currently the application configured for handling Web Connect data. Quicken on the web. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions. What is Web Connect? Web Connect is the service that allows you to manually download electronic statements from your CASE accounts and then import them into Quicken. Express Web Connect. Product Details. Select Checking or Savings 4. Quicken for Mac Conversion Instructions Web Connect Introduction As Exchange Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Introduction. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions. A QFX file is a standard OFX file with additional fields to support a licensing fee paid by institutions to Intuit. SouthStateBank. Save time and reduce the risk of errors. Once you have this information, you are ready to enable your accounts in QuickBooks ® or Quicken. Under the Action column, select Link to pick your existing account. To obtain your Quicken customer ID and password, enroll for the service within PNC Online Banking, or call 800-762-2035 to apply by phone. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. To activate a Web connect account: On your financial institution's Web site, click the option to download your account information as a Web connect (QFX) file. Download your Quicken Web Connect file from within MoneyView Online banking. The "Quicken Web Connect" file is what I am trying to work with. Quicken for Mac 2007 Conversion Instructions Web Connect. I told him I’ve used Quicken for a long time, and never been charged, and he told me the following information about their services: Direct Connect – Fee Based, so if you see this option, avoid it. Click File > File Import > Web Connect File. As F&M Bank completes its system upgrade, you will need to modify your Quicken settings to ensure the smooth transition of your data. If you download a file from MissionLink to add transactions to Quicken, please use the "Web Connect" instructions. Click the first payment to highlight it. Once the backup is complete, the linked checking account is created in Quicken with the same name as your investment account, plus the suffix Cash. https://banksouthern. Web Connect If pour bank doesn't support Quicken Connect or Direct Connect, you car, download Vour. Connect with one of our QLMS marketing experts and get top strategies on social media, paid search, email and direct mail. Using the Intuit QuickBooks Web Connector After you set up your Intuit® QuickBooks® Merchant Service account, set up Web Services by downloading the QuickBooks Web Connector, which allows QuickBooks to exchange data with Quick Shopping Cart®. Once the status of the request changes to Complete, download and save the file by selecting Download from the actions drop-down menu. Analyzed Client marketing and web analytics to find patterns in data to improve marketing campaigns and expose new opportunities to grow Clients’ business. Search for Checking for Updates to Quicken and follow the instructions. When the update is completed, close and reopen Quicken. Please reference the dates next to each task as this information is time sensitive. Please reference. This technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register. This is not a commitment to lend. Web Connect. Once the backup is complete, the linked checking account is created in Quicken with the same name as your investment account, plus the suffix Cash. On the Statement Download screen choose the statement period you wish to download and select the appropriate QIF file type. Please reference the dates next to each task as this information is time sensitive. If you have overlapping dates in the Web Connect import, you may end up with duplicate transactions. If prompted, select Express Web Connect or Quicken Connect for the connection type; Under the Accounts Found screen, associate each found account to the appropriate account already listed in Quicken. Conversion Instructions. Conversion Instructions. Web Connect If your bank doesn't support Quicken Connect or Direct Connect, you can download your. Conversion Instructions Express Web Connect to Web Connect. Introduction. Locate and select the Web Connect file to import. Set Up an Account for Online Banking (Web Connect) 1. Guide to connecting to Quicken® Quicken® for Mac Personal Finance Software Quicken Account Conversion Instructions BMO Harris BankSM and BMO Harris are trade names used by BMO Harris Bank N. Quickbooks Web Connect for Windows Conversion Instructions INTRODUCTION As JD Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. When the update is completed, close and reopen Quicken. To complete these instructions, you will need your User ID and Password for. Please reference the dates next to each task as this information is time sensitive. Quicken for Mac Conversion Instructions Web Connect Introduction As Exchange Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Click the Download link at the top of your screen. Quicken for Mac 2015-2017 Conversion Instructions Express Web Connect Introduction As Citywide Banks completes its system conversion to Mountain Valley Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. Save time and reduce the risk of errors. Quicken for Mac 2015-2017 Conversion Instructions for 08/23/2017 Express Web Connect Introduction As First National Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Here’s how to fix common Web Connect errors. Find out more about the discontinuation of Capital One Direct Connect service and what you need to do to ensure continued service. has introduced Quicken 2019, the latest release of its comprehensive personal finance software featuring Web access from any browser and Quicken 2019 is Now Available, Introducing Web. Under the Action column, select Link to pick your existing account. Web Connect. QuickBooks for Mac. Credit Cards. To ensure the service continues to operate properly after your conversion to the new First Republic digital banking experience, we ask that you please follow the steps below. Click Connect. As American National Bank of Texas completes its system updates to you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken will ask you to input your Ally Online Banking username and password, and answer your security questions. Quicken for Mac 2007 Transition Instructions Web Connect Introduction As Citizens Bank & Trust Company completes its internet bank transition, you will need to modify your Quicken settings to ensure the smooth transition of your data. Click File > File Import > Web Connect File. Please reference the dates next to each task as this. Plus, QuickBooks customers find on average $3,534 in tax savings per year. Locate and select the Web Connect file to import. This bank's web page used to offer. Search for Update Software and follow the instructions. Please reference the dates next to each task as this information is time sensitive. As American National Bank of Texas completes its system updates to you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken for Mac 2007 Conversion Instructions Web Connect Introduction As AmFirst Bank completes its system conversion to Bank of Colorado, you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken Web Connect/Express Web Connect accounts use the same User ID and PIN/Password as. Connect to Key with Quicken or QuickBooks. Manually import balances and transactions from online banking into Quicken. Easier to use - Direct Connect files may be automatically opened from within QuickBooks & Quicken, which eliminates the need for you to search for files that have been downloaded. Quicken Web Connect users cannot send secure messages to Customer Care, schedule transfers or schedule payments. To complete these instructions, you will need your username and password for your Nordstromcard. Quicken for Windows Conversion Instructions [Quicken for Windows 2010 - 2012 WC to WC] Conversion Preparation Connect to Texans Credit Union. To ensure the service continues to operate properly after your conversion to the new First Republic digital banking experience, we ask that you please follow the steps below. Introduction. Join to Connect. With M&T Direct Connect, you can import transaction data instead of entering it manually. Scroll through the index for your topic, or search by entering words and phrases. Enter "San Mateo Credit Union" as the name of your financial institution and click Next. This bank's web page used to offer. Download M&T banking transaction data to your Intuit software using your M&T User ID and passcode. To ensure a smooth transition of your data, you will need to modify your Quicken settings. Allows you to download your transactions directly from Republic Bank and import them into Quicken. Quicken for Windows Express WebConnect Conversion Instructions. The About Quicken window contains current release information. If you're seeing this message, that means JavaScript has been disabled on your browser, please enable JS to make this app work. Express Web Connect. Quicken Windows Web Connect Attention Quicken® 2011 Users: As of April 30, 2014, Intuit has disabled online services and live technical support for Quicken 2011 users. If an update is available, Quicken will provide a description of the update and brief instructions for receiving the update. If needed, change the date range of the displayed data using the drop-down menu to access the information you need. If prompted for connectivity type, select Web Connect. To continue to use our online services, you must upgrade to a current version of Google Chrome TM, Mozilla Firefox ® or Microsoft Internet Explorer ®. Additionally, if it does connect but says "service not enabled" in red, make sure you signed up for the Quicken service (and not necessarily Microsoft Money). Introduction. Quicken for Mac 2007 Conversion Instructions Web Connect Introduction As Country Bank Arizona completes its system conversion to Mohave State Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken for Windows 2014–2016 Web Connect. Select the Export Transactions icon and download your Quicken Web Connect file. Once you have this information, you are ready to enable your accounts in QuickBooks ® or Quicken. Before you set Quicken to download transactions you may need to contact your financial institution (FI) for the following information: • Customer ID • Personal Identification Number (PIN) or password For Quicken Web Connect/Express Web Connect accounts, use the same customer ID and PIN/password as your financial institution website. To complete these instructions, you will need your [User ID and Password] for the Union Bank and Union Bank websites. QFX is used in Intuit 's "Web Connect" and "Direct Connect" features to transmit and receive financial information over the internet. TeamViewer Enables Secure, Connected Workspaces for Anywhere Productivity. In place of the Direct Connect service, Quicken offers two other ways Quicken can interact with your True Blue Online® account. It is important that you perform the following instructions exactly as described and in the order presented. DirectConnect retrieves your statements and uploads them into QuickBooks, ready for you to reconcile at your convenience. Check Quicken Help for assistance on deleting/voiding duplicate transactions. Quicken for Mac Using Web Connect. Plus, QuickBooks customers find on average $3,534 in tax savings per year. Introduction. Download the latest Quicken Update. Download your transactions according to your financial institution's instructions. Locate and select the Web Connect file to import. IMPORTANT: Do NOT select “ADD” under the action column. Introduction. To continue using Quicken, you will need to complete an account deactivation and reactivation process. completes its Online Bankingconversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Download your Quicken Web Connect file from Amplify Credit Union Online Banking. Quicken for Mac 2007 Conversion Instructions Web Connect. Jisaac, I just finished getting PNC bank setup. Would you like to make it the default application for any Web Connect data that you download from your financial institution's web site?". Download your Quicken Web Connect file from your Online Banking profile. Several of the people at the table used Quicken personal finance software and its Express Web Connect. Bank does not sell or distribute Quicken software, you will need to purchase it prior to enrollment. Powerful invoicing with custom reminders, tracking, and direct deposit puts less time between you and your money. Please reference the dates next to each task as this information is time sensitive. Quicken for Windows Conversion Instructions Web Connect Introduction As First Bank completes its technology upgrade, you will need to modify your Quicken settings to ensure the smooth transition of your data. Introduction. Use Web Connect to automatically enter transactions and update balances in Quicken and QuickBooks simply by logging on to your financial institution's web site and clicking the "Download to Quicken" or "Download to QuickBooks" button. Web Connect files require access to online services in order to validate the file and the transactions for security purposes. Click on Improve connection 3. Quicken for Mac Using Web Connect. Quicken Direct Connect Update: Windows 2012-2015 Introduction As Suncoast Credit Union completes its core processing system upgrade, 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. Quicken 2011 Would you like to deactivate this service? Yes Account Details Account Details I On inc Services Savings XX0002 - Plumas Bank One Step Update This account is connected via Express Web Connect. After LBS Financial completes its conversion to the new CU OnLine, you. Conversion Instructions. Task 2: Connect to Independence Bank 1. Quicken categorizes transactions after import using the renaming rules or categories can be assigned by the user later. Quicken for Windows Conversion Instructions - Direct Connect to Web Connect PDF. Quicken for Mac 2015-2017 Update Instructions Web Connect Introduction As Chemical Bank completes its system upgrade you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken will ask you to input your Ally Online Banking username and password, and answer your security questions. They haven't accepted the. Note: At this. NOTE: Express Web Connect uses the same User ID and Password as your financial institution's website. com was recently updated. Conversion Instructions. Select “Quicken Connect” for the “Connection Type” if. completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Introduction As PointBank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Online banking is available at your convenience with Intuit® Quicken or QuickBooks. There is no monthly fee for Premier Platinum Checking, Chase Private Client and Private Banking customers. Direct Connect vs. NOTE: Select “Web Connect” for the “Connection Type” if prompted. NOTE: Now the account will be connected via Web Connect. If you still can't get to what you need, give us a call at 888-246-8848. Please refresh your screen. Jisaac, I just finished getting PNC bank setup. Quicken Web Connect – Adding Additional Accounts. Web Connect If pour bank doesn't support Quicken Connect or Direct Connect, you car, download Vour. Page 10 of 12 Instructions for Existing QuickBooks account with credit card and bank enabled for Web Connect access: (1) Once the account statement download has been completed, accept transactions to the register. Click here to download the free update. Please reference the dates. Please reference the dates next to each task as this information is time sensitive. Microsoft's support for your web browser ended on January 12, 2016. Quicken for Mac 2017-2019 Conversion Instructions Express Web Connect Introduction As First Bankers Trust completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Task 1: Conversion Preparation 1. NOTE: Express Web Connect uses the same User ID and Password as your financial institution’s website. Conversion Instructions. Changes on your bank's end can also create issues. Quicken for Windows 2013–2015. Go to the Bank of America online statement that you want to download and import. Financial Planning Software : With popular financial planning software such as Quicken *, QuickBooks *, Microsoft ®1 Money, and SimplyAccounting +, you can streamline a lot of the detailed work that goes into financial management. Documents and Procedures Task 1: Download Transactions Before Deactivating Online Services 1. Introduction As Penn Liberty Bank completes its system conversion to WSFS Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. Click Select an Account to specify a Quicken account name or to use an existing register if you are presently manually entering transactions. Before you set Quicken to download transactions you may need to contact your financial institution (FI) for the following information: • Customer ID • Personal Identification Number (PIN) or password For Quicken Web Connect/Express Web Connect accounts, use the same customer ID and PIN/password as your financial institution website. To complete these instructions, you will need your. IMPORTANT: Do NOT select “ADD” under the action column. You can double click on the. Introduction As Pioneer Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Quicken may prompt to activate One Step Update after a successful Web Connect download. Web Connect. Quicken Express Web Connect uses the same User ID and Password as your financial institution’s website. If you are using any Financial Management tool with a link to CNB Online Banking, you will need to update that link. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. When it's completed, the software should be set up for "Quicken Web-connect". Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that. Download your Quicken Web Connect file from www. User ID and Password. Please reference the dates next to each task as this information is time sensitive. Web Connect functionality automatically enters transactions and updates balances when you sign in to Online Banking and initiate a download of a certain transaction period. Introduction. Directly connect your Chase accounts using your Personal Financial Management (PFM) software, like Quicken ® or QuickBooks ®. Quicken for Windows. It is important to note: Quicken One-Step Update edition. Please reference the dates. Page 10 of 12 Instructions for Existing QuickBooks account with credit card and bank enabled for Web Connect access: (1) Once the account statement download has been completed, accept transactions to the register. Take note of the date you last had a successful connection in your Quicken account. As Florida Community Bank completes its system conversion to Synovus Business eBanking, you will need to modify your Quicken settings to ensure the smooth transition of your data. SunTrust Direct Connect for QuickBooks is easy to set up, and when you're using QuickBooks business accounting software, you will benefit from the seamless integration. It truly is a thrilling experience when youre at last permitted obtain a motor vehicle just for yourself. Introduction As St. It is important to note: Quicken Connect edition connectivity. The letter says that this will >eliminate "Quicken bill payment functionality" and the "ability to make >money transfers from your Citibank account through Quicken. Conversion Instructions. As Silver Lake Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. NOTE: Take note of the date you last had a successful connection in your Quicken account. Introduction As ValueBank Texas. As Midwest Bank completes its system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Introduction. Take charge of your finances with Mint’s online budget planner. Quicken® Software Instructions >> Web Connect Existing Users 1. Please select No do not activate and check the box to not be prompted again. Please reference the dates. Please reference the dates next to each task as this information is time sensitive. Quicken for Mac Web Connect. Conversion Instructions. NOTE: Quicken Web Connect/Express Web Connect accounts use the same User ID. Mint® Users. Conversion Instructions Express Web Connect to Web Connect. DirectConnect retrieves your statements and uploads them into QuickBooks, ready for you to reconcile at your convenience. Quicken for Windows Conversion Instructions Web Connect Introduction As Pacific Continental Bank completes its system conversion to Columbia Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. Locate and select the Web Connect file to import. Web Connect. Quicken for Windows Upgrade Instructions Web Connect Introduction As West Michigan Community Bank completes its system upgrades, you will need to modify your Quicken settings to ensure the smooth transition of your data. Introduction. Quicken Web Connect – Adding Additional Accounts. To complete these instructions, you will need your Online ID and Password for Online Banking. PointBank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. ORNL Federal Credit Union.