QUICKEN 2002 HOME

If you are using Quicken 2002 for PC and are prompted to create a new Quicken account when downloading your Account Activity transactions from Online Banking, you can use the following workaround. By performing a backup of your Quicken files and then disabling the online services, you will be able to download your Account Activity transactions from Online Banking into your already existing Quicken account:
1) Back up the database by performing the following steps:

• From the Main Menu, select “File”;
• Select “Backup”;
• Select “Backup” again;
• Select a location to save the database to, and do so;
• Press “OK”;

2) Disable the online interfaces by performing the following steps:

• On the “Account Overview” screen, right click on the applicable account (e.g. ChequingAccount);
• Select “Edit this Account”;
• Under “Account Attributes”, click “Online Account Access” and disable the access;

3) Repeat step “2)” for all accounts that are affected;
4) Exit Quicken and then restart the program;
5) It would be a good idea to back up the database again (see step “1)”);
6) Log in to Online Banking and download the Account Activity transactions for a particular account (e.g. Chequing Account);
7) The file that is being downloaded will now be recognized by Quicken and the following prompt will appear, “For which account do you want this for?” You should select the applicable account (“Chequing Account”), but should NOT create a new account.
Steps “6)” and “7)” should be repeated for all affected accounts.

QUICKEN XG 2004

If you are using Quicken XG 2004 for PC and are prompted to create a new Quicken account when downloading your Account Activity transactions from Online Banking, you can use the following workaround. By performing a backup of your Quicken files and then disabling the online services, you will be able to download your Account Activity transactions from Online Banking into your already existing Quicken account:
1) Back up the database by performing the following steps:

• From the Main Menu, select “File”;
• Select “Backup”;
• Specify the file and the location of where you want to save the file;
• Press “OK”.

2) Disable the online interfaces by performing the following steps:

• On the “Account Overview” screen, select the “Edit Account Details” button;
• Select the “Online Services” tab;
• Click the “Disable” button;
• Press “Yes” when asked “Would you like to disable this service?”;
• Press “OK”.

3) Repeat step “2)” for all accounts that are affected;
4) Exit Quicken and then restart the program;
5) It would be a good idea to back up the database again (see step “1)”);
6) Log in to Online Banking and download the Account Activity transactions for a particular account (e.g. Chequing Account);
7) The file that is being downloaded will now be recognized by Quicken and the following prompt will appear, “For which account do you want this for?” You should select the applicable account (“Chequing Account”), but should NOT create a new account.
Steps “6)” and “7)” should be repeated for all affected accounts.

QUICKBOOKS 2003 PROFESSIONAL

If you are using Quick Books 2003 Professional for PC and are prompted to create a new QuickBooks account when downloading your Account Activity transactions from Online Banking, you can use the following workaround. By performing a backup of your QuickBooks files and then disabling the online services, you will be able to download your Account Activity transactions from Online Banking into your already existing QuickBooks account:
1) Back up the database by performing the following steps:

• From the Main Menu, select “File”;
• Select “Backup”;
• Specify the file and the location of where you want to save the file;
• Press “OK”, and follow all other prompts.

2) Disable the online interfaces by performing the following steps:

• Select “Banking” from the Navigator on the left side of the screen.
• Select “Chart of Accounts”.
• Highlight the applicable account, and either right-click with the mouse, or select “Edit” fromthe main menu.
• Select the “Edit Account Details” button;
• Remove the checkmark that is beside the statement “Enable this account for…online account access.” Press “OK”.

3) Repeat step “2)” for all accounts that are affected;
4) Exit QuickBooks and then restart the program;
5) Log in to Online Banking and download the Account Activity transactions for a particular account (e.g. Chequing Account);
6) The file that is being downloaded will now be recognized by QuickBooks and the following prompt will appear, “For which account do you want this for?” You should select the applicable account (“Chequing Account”), but should NOT create a new account.
Steps “5)” and “6)” should be repeated for all affected accounts.

MS MONEY 2003 DELUXE

If you are using MS Money 2003 Deluxe for PC and are prompted to “Choose a Money Account” when downloading Account Activity transactions from Online Banking, you can select the account which you want to download into by accessing that account from the “Money account name:” drop list. Once you have selected the account and have pressed the “Next” button, an “Import Completed” dialogue box will appear on the screen; select the “OK” button.