Enabling an account for Express Web Connect


To enable an account for Express Web Connect and use One Step Update:

  1. In the Account list, right-click the desired account and select Edit/Delete Account (labeled as Edit Account in older versions).

    Enabling an account for Express Web Connect

  2. When the Accounts Details window opens, click the Online Services tab.
  3. In the One Step Update section
    • In Quicken 2011 and older: click the Activate One Step Update button. This enables the account.

      Enabling an account for Express Web Connect

    • In Quicken 2012: click Set up now...
      Enabling an account for Express Web Connect

  4. When the Quicken Account Setup window appears (this screen may vary in look), enter the Customer ID and Password you use with your financial institution, and then click Next.

    Enabling an account for Express Web Connect

Your account is now set up to obtain any new transactions from your financial institution using Express Web Connect.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.