2007 customers: Choose Quicken 2006 or 2007 menu Check for Updates . Quicken for Mac 2005 customers: Choose Quicken 2005 menu Check for Updates .<br><br> 2. If a software update is available, then you will be prompted to download the update from the Quicken Web site. 3.<br><br> Once the update is complete, restart Quicken. Web Connect Customer Conversion Guide Page 1 Last Updated: 12/30/2008 PN: Q_M_W2W _0506_1.0 C. GET YOUR LATEST TRANSACTIONS 1.<br><br> Choose Online menu Download Transactions& . 2. Quicken for Mac 2006 & 2007 customers: Click to select your account from the drop-down list.<br><br> Quicken for Mac 2005 customers: Click to select your financial institution and account from the drop- down lists. (The note in the graphic explains how your Download Transactions dialog will look a little different.) 3. Click Download& .<br><br> 4. Enter your customer ID and PIN to log in to you financial institution 9s Web site. Download your transactions into Quicken.<br><br> Note: You will not be able to download these transactions after the conversion . Repeat steps 2 through 4 for each account (such as checking, savings, credit cards, and brokerage) that you will use for online banking and investing. 5.<br><br> Once the transactions are downloaded, accept all the transactions into your Quicken account register . Important: You will not be able to proceed to the next section until you accept all transactions in the Download Transactions tab. For help reconciling your account register, choose Help menu Quicken Help .<br><br> In the Ask a Question prompt, enter Reconciling an account . For 2005 customers: Your Download Transactions dialog looks different from the 2006 version shown here. Individually select both the Financial Institution: and Account: options.<br><br> The Download& button is positioned to the right. Page 2 Web Connect Customer Conversion Guide PN: Q_M_W2W _0506_1.0 Last Updated: 12/30/2008 Web Connect Customer Conversion Guide Page 3 Last Updated: 12/30/2008 PN: Q_M_W2W _0506_1.0 D. DISABLE YOUR ACCOUNTS 1.<br><br> Choose Lists menu Accounts . 2. Select the account you want to disable, and click Edit .<br><br> Update Account Number and Routing Number as needed. 3. In the Download transactions: drop-down list, select not enabled .<br><br> Click OK to the prompt, cYou are about to disable& d (not shown) 4. Click OK to save your edits. Repeat steps 2 through 4 for each online account (such as checking, savings, credit cards, and brokerage).<br><br> As each online account is disabled, its blue online circle icon disappears. Verify that your account list does not display blue online circle icons for any accounts. E.<br><br> ENABLE YOUR ACCOUNTS IMPORTANT: Complete section E on or after the conversion date. 1. Log in to your Financial Institution 9s Web site and download your transactions into Quicken.<br><br> Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a cfrom d date that does not include records previously downloaded from your financial institution. 2. Click the Use an existing Quicken account radio button .<br><br> In the corresponding drop-down list, select the Quicken account. Repeat steps 1 and 2 for each account that you will use for online banking or investing with your financial institution. THANK YOU FOR MAKING THESE IMPORTANT CHANGES!<br><br> Select your existing account here. Page 4 Web Connect Customer Conversion Guide PN: Q_M_W2W _0506_1.0 Last Updated: 12/30/2008

less