Windows
MacOverview
Your bank connection method controls how Quicken downloads your transactions and communicates with your financial institution. Sometimes, you may need to update this method to keep everything running smoothly.
This can happen if your bank changes the types of connections it supports, or if you’re asked to reconnect or reauthorize your account.
By updating the connection method, you’ll ensure your transactions continue to download without interruption. This article will guide you through how to change the connection method for your account, step by step.
Note: You'll only be able to change the connection method to one that your bank supports.
Instructions
First, change the connection method
Click the Tools menu at the top, then select Account List.
Click on the Edit button next to the account you want to change the connection method for.
Click on the Online Services tab.
Click on Change connection method.
If that option is unavailable, click Deactivate instead.
Once the account has been deactivated, click Set up now.
Select your bank and the connection method, and click Sign in (you might see Next depending on the connection type).
Second, link your existing accounts
Enter the user ID and password you use to sign in to your bank's website.
Click Connect (you might see Continue depending on the connection type).
Review Accounts found. For each account you’ll see:
Account Name.
Account Type.
Action that Quicken will take.
For the Action drop-down menu, select one of the following options:
Link to existing account for accounts you already track in Quicken and ensure you choose the corresponding account to re-link with.
Add to Quicken for new accounts you didn't previously track in Quicken.
Don't add to Quicken for accounts you don't want to link or add in Quicken.
Third, connect your accounts
Once you have chosen the appropriate action for each account, click Next.
Then click Finish to change the connection method.
Community Content
Overview
Your bank connection method controls how Quicken downloads your transactions and communicates with your financial institution. Sometimes, you may need to update this method to keep everything running smoothly.
This can happen if your bank changes the types of connections it supports, or if you’re asked to reconnect or reauthorize your account.
By updating the connection method, you’ll ensure your transactions continue to download without interruption. This article will guide you through how to change the connection method for your account, step by step.
Note: You'll only be able to change the connection method to one that your bank supports.
Instructions
First, change the connection method
Click on the account name from the account list on the left.
Click the Settings icon in the bottom-right corner of the screen.
Select the Downloads tab.
Click on Change Connection.
Select your bank and the connection method, and click Sign In (you might see Continue depending on the connection type).
Second, link your existing accounts
Enter the user ID and password you use to sign in to your bank's website.
Click Connect (you might see Continue depending on the connection type).
Review Accounts found. For each account you’ll see:
Account Name.
Account Type.
Action that Quicken will take.
For the Action drop-down menu, select one of the following options:
Link to existing account for accounts you already track in Quicken and ensure you choose the corresponding account to re-link with.
Add to Quicken for new accounts you didn't previously track in Quicken.
Don't add to Quicken for accounts you don't want to link or add in Quicken.
Third, connect your accounts
Once you have chosen the appropriate action for each account, click Continue.
Then click Finish to change the connection method.