How to Change the Bank Connection Method

Product Version
Business
Deluxe
Premier
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Instructions

  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. Select the Downloads tab.
  4. Click on Change Connection Type (NOTE: you'll only be able to change the connection method to one that your bank supports). 
  5. To see the connection methods available, click Options
  6. Continue with the setup.

 

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