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Enable an Account for Express Web Connect

Updated: 5/03/2012 | Article ID: GEN82701

To enable an account for Express Web Connect and use One Step Update:

  1. In the Account list, right-click the desired account and select Edit/Delete Account (labeled as Edit Account in older versions).

  2. When the Accounts Details window opens, click the Online Services tab.
  3. In the One Step Update section
    • In Quicken 2011 and older: click the Activate One Step Update button. This enables the account.

    • In Quicken 2012: click Set up now...

  4. When the Quicken Account Setup window appears (this screen may vary in look), enter the Customer ID and Password you use with your financial institution, and then click Next.

Your account is now set up to obtain any new transactions from your financial institution using Express Web Connect.

 
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