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You can complete this during this step or afterwards. Quicken may prompt you to create a renaming rule for transactions as they are imported.If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel. Important: Do NOT choose “ Create a new account” unless you intend to add a new account to Quicken.Select Link to an existing account and select the matching accounts in the drop-down menu if the matching account is not automatically chosen for you. Ensure you associate the accounts to the appropriate accounts already listed in Quicken.Important: If your credentials do not work, contact Royal Credit Union.You may be prompted for a security code that is provided from Royal Credit Union business online banking.

Express Web Connect uses the same credentials you use for your Royal Credit Union business online banking login.Enter your Royal Credit Union credentials.Type RCU-DC in the search field, select RCU-DC_Quicken_QB, and click Next.Choose Advanced Setup and select Express Web Connect.In Account Details, click Online Services and then choose Set up Now.Click Edit on the account you want to activate.Reconnect the online banking connection for your accounts.Repeat steps for any additional accounts that apply.Delete Financial Institution and Account Number information.In Account Details, click Online Services.Click Edit on the account to deactivate.Deactivate online banking connection for Royal Credit Union business accounts.Accept all new transactions into the appropriate registers. Complete a final transaction download.

Go to File > Backup and Restore > Backup Quicken File.

Back up your Quicken Windows Data File.

Once you reconnect to your accounts after the conversion, transactions prior to the conversion date will import normally. Note: these actions can be completed at any time on or before October 26 when it is convenient for you. Quicken Mac Web Connect Instructions For One-Step Update Initiated From Within Quicken Select a link below to go to the information you need: This page contains instructions for both Windows and Mac Express Web Connect or Web Connect connectivity types.

As Royal Credit Union completes its system conversion, you will need to modify your Quicken settings to ensure that your data connectivity transfers smoothly to the new system.