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Quicken for Mac 2007 - WebConnect Introduction As your former bank completes its system conversion to Security Bank of Kansas City, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.
To complete these instructions, you will need your User ID and Password for your former bank’s website as well as the Security Bank of Kansas City Online Banking interface. 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.
Documentation and Procedures. Download your Quicken Web Connect file from Security Bank of Kansas City. IMPORTANT: Take note of the date you last had a successful connection. If you have overlapping dates in the Web Connect import, you may end up with duplicate transactions. Import your transactions to Quicken.
Associate the account to the appropriate account already listed in Quicken. Select Use an existing account. Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click OK. Repeat steps for each account you are reactivating. Choose Lists menu Accounts. Verify each account at Security Bank of Kansas City has a blue online circle indicating it has been reactivated for online services.