Quicken Mac Express Web Connect Instructions
- July 9, 2024
- Quicken
Table of Contents
Quicken Mac Express Web Connect
Quicken Conversion Instructions
- To navigate this document, just click the link(s) below that match your product and connectivity:
Instructions for One-Step Update initiated from within Quicken:
Quicken Windows Express Web Connect – Page 2
Quicken Mac Express Web Connect – Page 3
Instructions for Downloading a Web Connect file from your Digital Banking:
Quicken Windows Web Connect – Page 4
Quicken Mac Web Connect – Page 5
Quicken Windows Express Web Connect
Backup Data and Update Quicken:
- Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.
- Download the latest Quicken Update. Go to Help > Check for Updates.
Reconnect Accounts:
- Deactivate online banking connection for accounts connected to Westerra.
- Choose Tools > Account List.
- Click Edit on the account to deactivate.
- In Account Details, click Online Services.
- Click Deactivate. Follow prompts to confirm deactivation.
- Click the General tab.
- Delete Financial Institution and Account Number information. Click OK to close window.
- Repeat steps for any additional accounts that apply.
- Reconnect the online banking connection for your accounts.
- Choose Tools > Account List.
- Click Edit on the account you want to activate.
- In Account Details, click Online Services and then choose Set up Now.
- Type “Westerra Credit Union” in the search field and click Next.
- Enter your Westerra Digital Banking credentials.
- Express Web Connect uses the same credentials you use for Westerra’s Digital Banking
- Important: If your credentials do not work, contact Westerra Credit Union.
- Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.
- Important : Do NOT choose “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, choose Ignore – Don’t Download into Quicken or click Cancel.
- After all accounts have been matched, click Next and then Done.
Backup Data and Update Quicken:
- Backup Quicken Mac Data File and Update the application.
- Choose File > Save a Backup.
- Download the latest Quicken Update. Choose Quicken > Check for Updates.
Reconnect Accounts:
Activate the online banking connection for accounts connected to Westerra.
- Click your account in the Accounts list on the left side.
- Choose Accounts > Settings.
- Select Set up transaction download.
- Enter “Westerra Credit Union” in the search field, select the correct option and click Continue.
- Enter your Westerra Digital Banking credentials
- Express Web Connect uses the same credentials you use for your Westerra Digital Banking login
- Important: If your credentials do not work, contact Westerra
- In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account. Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
- Click Finish.
Backup Data and Update Quicken
- Backup Quicken Windows Data File and Update.
- Choose File > Backup and Restore > Backup Quicken File.
- Download the latest Quicken Update. Choose Help > Check for Updates..
Reconnect Accounts:
- Deactivate online banking connection for accounts connected to Westerra
- Choose Tools > Account List.
- Click Edit on the account to deactivate.
- In Account Details, click Online Services.
- Click Deactivate. Follow prompts to confirm deactivation.
- Click the General tab.
- Delete Financial Institution and Account Number information.
- Click OK to close window.
- Repeat steps for any additional accounts.
- Reconnect online banking connection for accounts that apply.
- Download a Quicken Web Connect file from your Westerra Digital Banking account
- In Quicken, choose File > File Import > Web Connect (.QFX) File.
- Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
- Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
- Repeat this step for each account you have connected to Westerra
Backup Data and Update Quicken
- Backup your Quicken Mac data file and update the application.
- Choose File > Save a Backup.
- Download the latest Quicken Update. Choose Quicken > Check for Updates.
Reconnect Accounts:
Activate online banking connection for accounts connected to Westerra
-
Select your account under the Accounts list on the left side.
-
Choose Accounts > Settings.
-
Select Set up transaction download.
-
Enter “Westerra Credit Union” in the search field, select the correct option and click Continue.
-
Log in to Westerra’s Digital Banking site and download your transactions to your computer. Important: 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 titled Drop download file. Choose 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, click Link to pick your existing account.
Important : Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken. -
Click Finish
Read User Manual Online (PDF format)
Read User Manual Online (PDF format) >>