Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click OK. Associate the account to the appropriate account already listed in Quicken. If you have overlapping dates in the Web Connect import, you may end up with duplicate transactions.
Quicken for mac 2017 transaction icons download#
Task 6: Reactivate Your Accounts at Mid-Atlantic FCU on or after 06/07/ Download your Quicken Web Connect file from IMPORTANT: Take note of the date you last had a successful connection. Verify your account list does not display a blue online circle icon for the accounts you are deactivating. Repeat steps 2 5 for each account at Mid-Atlantic FCU. Remove the information within the Account Number and Routing Number fields. Follow the prompts to confirm the deactivation. In the Download Transactions drop-down list, select Not Enabled. Select the account to deactivate and click Edit. Task 5: Deactivate Your Accounts at Mid-Atlantic FCU on or after 06/07/17 7. Search for Updates, select Checking for Updates to Quicken, and follow the instructions. For instructions to download an update, choose Help menu > Search. Search for Backing Up, select Backing Up Your Data, and follow the instructions. For instructions to back up your data file, choose Help menu > Search. Documentation and Procedures Task 4: Conversion Preparation 5. If you do not, your service may stop functioning properly. It is important that you perform the following instructions exactly as described and in the order presented.
Quicken for mac 2017 transaction icons password#
To complete these instructions, you will need your User ID and Password for the Mid-Atlantic FCU website. Please reference the dates next to each task as this information is time sensitive. Thank you for making these important changes!ģ Quicken for Mac Conversion Instructions Quicken for Mac 2007 Web Connect Introduction As Mid-Atlantic FCU completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Repeat steps for each account you are reactivating in Quicken. IMPORTANT: Do NOT select ADD under the action column unless you intend to add a new account to Quicken. Under the Action column, select Link to pick your existing account. In the Accounts Found screen, ensure you associate each new account to the appropriate account already listed in Quicken. NOTE: Select Web Connect for the Connection Type if prompted. Drag and drop the downloaded file into the box Drop download file. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions. Take note of the date you last had a successful connection. Log in to Download a file of your transactions to your computer. Enter Mid-Atlantic Fed CU-BB QB in the Search field, select the name in the Results list and click Continue. Select your account under the Accounts list on the left side.Ģ 2. Task 3: Reactivate Your Account(s) at Mid-Atlantic FCU on or after 06/07/17 1.
Repeat steps for each account at Mid-Atlantic FCU.
Select Troubleshooting > Deactivate Downloads. Select your account under the Accounts list on the left side. Task 2: Deactivate Your Account(s) at Mid-Atlantic FCU on or after 06/07/17 1. Search for Updates, select Check for Updates, and follow the instructions. Search for Backing Up, select Backing up data files, and follow the instructions. Documentation and Procedures Task 1: Conversion Preparation 1. 1 Quicken for Mac Conversion Instructions Quicken for Mac Web Connect Introduction As Mid-Atlantic FCU completes its system conversion you will need to modify your Quicken settings to ensure the smooth transition of your data.
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