How to Relink an Account on Quicken for Mac

After converting your data file from Windows or Quicken Mac 2007 you may need to relink your Financial institution or Bank using your online banking login credentials. Follow the steps below to relink your online banking credentials.

  1. From the main menu choose Accounts > Setup Automatic Downloads.
  2. Follow the on-screen instructions to relink accounts.

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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.