How to Change the Bank Connection Method
Product Version
Business
Deluxe
Premier
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Instructions
- Click on Tools > Account List.
- Click on Edit.
- On the Account Details dialog box, go to the Online Services tab.
- Click on Change connection method if the option is there. If not, click Deactivate instead.
- Once the account has been deactivated, click on Set up now.
- Select the connection method and click Next.
- Enter your credentials and click Connect.
- When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate accounts you already have set up in Quicken.
- Click Next, then Finish.