Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for.
Quicken Essentials and Quicken Mac 2015 Conversion Instructions Quicken Essentials and Quicken Mac 2015 Web Connect
Table of Contents TABLE OF CONTENTS .............................................................................................. 1 INTRODUCTION...................................................................................................... 2 DOCUMENTATION AND PROCEDURES ..................................................................... 2 Task 1: Task 2: Task 3:
Conversion Preparation ........................................................................ 2 Deactivate Your Account(s) At Community Bank of Missouri ..................... 2 Re-activate Your Account(s) at Community Bank of Missouri .................... 2
Introduction As Community Bank of Missouri completes its online banking system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your Login ID and Password for the Community Bank of Missouri 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 January 14, 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 Community Bank of Missouri 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 Community Bank of Missouri. Task 3: Re-activate Your Account(s) at Community Bank of Missouri 1. Select your account under the Accounts list on the left side. 2. Choose Accounts menu > Update Selected Online Account. 3. Enter Community Bank of Missouri in the Search field and click Continue.
4. Log in to Community Bank of Missouri web site at https://www.communitybankmissouri.com 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.
6. Drag and drop the downloaded file into the box Drop download file. NOTE:
Select “Web Connect” for the “Connection Type” if prompted.
7. 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.
8. Click Continue. Thank you for making these important changes!
Table of Contents TABLE OF CONTENTS .............................................................................................. 1 INTRODUCTION...................................................................................................... 2 DOCUMENTATION AND PROCEDURES ..................................................................... 2 Task 1: Task 2: Task 3:
Conversion Preparation ........................................................................ 2 Deactivate Your Account(s) At Community Bank of Missouri ..................... 2 Re-activate Your Account(s) at Community Bank of Missouri .................... 2
Introduction As Community Bank of Missouri completes its online banking system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your Login ID and Password for the Community Bank of Missouri 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 January 14, 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 Community Bank of Missouri 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 Community Bank of Missouri. Task 3: Re-activate Your Account(s) at Community Bank of Missouri 1. Select your account under the Accounts list on the left side. 2. Choose Accounts menu > Update Selected Online Account. 3. Enter Community Bank of Missouri in the Search field and click Continue.
4. Log in to Community Bank of Missouri web site at https://www.communitybankmissouri.com 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.
6. Drag and drop the downloaded file into the box Drop download file. NOTE:
Select “Web Connect” for the “Connection Type” if prompted.
7. 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.
8. Click Continue. Thank you for making these important changes!