Quicken® for Windows Conversion Instructions

To complete these instructions, you will need your User ID and Password for each Financial Institution.

NOTE:   Direct Connect may require registration. Please contact us at 800.368.8930 to verify your Direct Connect login information.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Thank you for making these important changes!

 

Documentation and Procedures


Task 1:  Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for "Backup Data File" and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for "Update Software" and follow the instructions.

 

Task 2:  Disconnect Accounts at Westfield Bank

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you intend to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click on Deactivate or Deactivate Online Payment (only available if you use bill pay services). Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account you are disconnecting.

 

Task 3:  Reconnect Accounts to Westfield Bank

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter "Westfield Bank, FSB – New" in the search field, select the name in the list and click Next.
  7. If presented with the Select Connection Method screen, select Direct Connect.
  8. Type your Direct Connect User ID and Password and click Connect.
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
  10. Do NOT choose Add to Quicken unless you want to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken.
  11. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  12. Click Done or Finish.

 

Task 4:  Create Online Payments

If you are not a Bill Pay user within Quicken, your conversion is complete. Skip this Task.

  1. Create your payments.
  2. If you need help creating your payments, choose Help menu > Quicken Help.
  3. Search for "Create an online payment" and click that item.
  4. Follow the instructions to enter or transmit an online payment.
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