In the “ Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. NOTE: Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted.ħ. If the CU SoCal requires extra information, enter it to continue. Enter your User Id and Password and click Continue.Ħ. Enter CU Southern California in the Search field, select the name in the Results list and click Continue.ĥ.
Task 4: Reconnect Accounts to CU of Southern California in the last week of JulyĤ. Repeat steps for each account to be disconnected. Select Troubleshooting > Deactivate Downloads.Ĥ. Task 3: Disconnect Accounts in Quicken on or after the second to last week of Julyģ. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing. Choose Accounts menu > Update Selected Online Account.ģ. Select your account under the Accounts list on the left side.Ģ. Task 2: Optional task- Complete a final download before the second to last week of Julyġ. Search for Updates, select “Check for Updates,” and follow the instructions. For instructions to download an update, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions.Ģ. For instructions to back up your data file, choose Help menu > Search. Documentation and Procedures Task 1: Conversion Prepġ.
