How To Add Online Connected Services to Quicken Checkbook

Quicken for Windows
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016

Once you have installed Quicken Checkbook, you have the option of licensing Quicken's Connected Services which allows you to download financial information from your financial institution. 

To add online services to Quicken Checkbook

  1. Choose Help menu > Unlock Online Services.
  2. Click Add to Cart, and proceed with the order process.
  3. During checkout, create a Quicken.com account that includes a User ID and password. If you have a TurboTax login, you can use it on Quicken.com.
  4. Follow the on-screen instructions to submit your order.
  5. When finished, close the Quicken.com website.
  6. Restart Quicken to unlock Checkbook Connected.

If you need to reinstall Quicken Checkbook Connected

  1. Reinstall Quicken Checkbook.
  2. Choose Help menu > Unlock Online Services.
  3. Select Enter the unlock code from your order confirmation email.
  4. Copy and paste the unlock code.

    If you're unlocking Quicken Checkbook Connected a second or subsequent time (Help menu > Unlock Online Services) and you can't find your unlock code, search your email archives for the email you received when you first purchased Quicken Checkbook Connected. It should contain your unlock code.

  5. Click Continue.
  6. Restart Quicken.

Note:

  • If you are using Windows XP, Vista, or Windows 7, you need administrator rights to unlock Quicken. If you need assistance, refer to the Windows Help.
  • To add online services to Quicken Checkbook you must use the process described above. Online services cannot be added directly from the Shop Intuit site. They must be added from within Quicken.

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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.