How to Change the Bank Connection Method

Product Version
Windows 2019
Windows 2017
Mac 2019
Mac 2017
75 people found this helpful

Note: if you're currently experiencing this issue with American Express, you can find more details on switching to the correct connection type here: Ongoing: American Express (Credit Card) Returns Error

Quicken for Windows

  1. Click on Tools > Account List.
  2. Click on Edit.
  3. On the Account Details dialog box, go to the Online Services tab.
  4. Click on Change connection method if the option is there. If not, click Deactivate instead.
  5. Once the account has been deactivated, click on Set up now.
  6. Click on Advanced Setup on the bottom of the Activate One Step Update window.
  7. Enter the name of your bank and continue with the setup.

Quicken for Mac

  1. Click on the account name for your account(s) in the Account toolbar in Quicken
  2. Click the Settings icon in the bottom right corner of the screen
  3. Under At Your Financial Institution section click on Downloads
  4. Click on Change Connection Type (NOTE: you'll only be able to change the connection method to one that your bank supports). 
  5. Continue with the setup.

 

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