Enabling an account for Express Web Connect

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

To set up a new Quicken account:

  1. Go to Tools>Add Account in Quicken.
  2. Select the type of account you need to add (Checking, 401(k), etc.).
  3. Search for your bank's name and select it.
  4. If prompted, choose Express Web Connect

Enabling an account for Express Web Connect

  1. Add your bank's credentials to Quicken, and click Connect.
  2. When the process is finished, choose ADD from the dropdown if prompted, to add the new account to your account list.

Your account is now set up for transaction download through Express Web Connect.

 

To set up an existing Quicken account:

  1. In the Account list, right-click the desired account and select Edit/Delete Account.

    Enabling an account for Express Web Connect

  2. When the Accounts Details window opens, click the Online Services tab.
  3. Click Deactivate and then click Yes

Enabling an account for Express Web Connect

  1. In the Account list, right-click the same account and select Edit/Delete Account again.
  2. Click Set Up Now.
  3. Add your bank's credentials to Quicken, and click Connect; this process looks just like adding a new account, but you're only changing the connection type.
  4. If prompted, choose Express Web Connect

Enabling an account for Express Web Connect

  1. Complete the activation process for your account by following the steps, then select LINK from the dropdown to make sure new transaction downloads are added to your existing account.

Your account is now set up for transction download through 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.