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Quicken Express Web Connect for Mac Conversion Instructions

INTRODUCTION

As JD Bank completes its Quicken Express Web Connect system conversion, Quicken Online services will be interrupted until October 17,2017.

Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your online banking User ID and Password.

NOTE: Quicken Express Web Connect uses the same User ID and Password as your financial institution’s website.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Thank you for making these important changes!

 
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: Disconnect Accounts at Jeff Davis Bank & Trust Co (JD Bank) on or after [10/10/2017]


  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Troubleshooting > Deactivate Downloads.
  4. Repeat steps for each account to be disconnected.

TASK 3: Reconnect Accounts to JD Bank on or after [10/17/2017]


  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter JD Bank Personal in the Search field, select the name in the Results list and click Continue.
  5. Enter your User Id and Password and click Continue.
  6. If the bank requires extra information, enter it to continue.

NOTE: Select “Express Web Connect” or “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. Select Finish.
THANK YOU FOR MAKING THESE IMPORTANT CHANGES!