Quicken Essentials and Quicken Mac 2015 Conversion Instructions

Quicken Essentials and Quicken Mac 2015

Direct Connect – Web Connect

As First Southern National Bank completes its online banking enhancements, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your [User ID and Password] for the First Southern National Bank website.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

NOTE: This update is time sensitive and can be completed on or after 3/25/2015.


Documentation and Procedures

Task 1:Conversion Preparation

  1. 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.

  2. 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.


Task 2:Deactivate Your Account(s) At First Southern Bank

  1. Select your account under the Accounts list on the left side.

  2. Choose Accounts menu > Settings.

  3. Remove the checkmark from I want to download transactions.

  4. Click Save.

  5. Click Continue when asked to confirm this deactivation.

  6. Repeat steps 2-5 for each account at First Southern National Bank.


Task 3: Re-activate Your Account(s) using a Web Connect file (QFX). Customers wanting to use Quicken Connect can skip to Task 4

  1. Select your account under the Accounts list on the left side.

  2. Choose Accounts menu > Update Selected Online Account.

  3. Enter First Southern National Bank in the Search field and click Continue.

  4. Log in to First Southern National Bank web site at http://www.fsnb.net.

  5. Download a file of 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.

  1. Drag and drop the downloaded file into the box Drop download file.

NOTE: Select “Web Connect” for the “Connection Type” if prompted.

  1. 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.

IMPORTANT: Do NOT select “ADD” under the action column.

  1. Click Continue.


Task 4:Re-activate Your Account(s) using Quicken Connect on or after 4/1/2015

1.Select your account under the Accounts list on the left side.

2.Choose Accounts menu > Update Selected Online Account.

  1. Check the box I want to download transactions and click Assist me.

  2. Enter First Southern National Bank KY in the Search field and click Continue.

  3. Type your User Id and Password and click Continue.

  4. If the bank requires extra information, enter it to continue.

NOTE: Select “Quicken Connect” for the “Connection Type” if prompted.

  1. 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.

IMPORTANT: Do NOT select “ADD” under the action column.

  1. Repeat step 7 for each additional account you wish to download into Quicken.

  2. Click Continue.