Quicken Guide for “Express Web” Connection method

Quicken Guide for "Express Web" Connection method

Follow these steps to establish an "Express Web" connection from your EECU account to Quicken for the PC (Version 2013). This will allow Quicken to download your EECU transactions directly.

Adding a new EECU account in Quicken using "Express Web" connect

Steps

1. Open Quicken 2. Click the Add an Account button at the bottom left corner

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3. Choose which type of account you are adding (Checking or Savings) 4. Type in EECU-Fresno as your bank name and click the corresponding blue link

*If EECU-Fresno is not located, you may need to update your Financial Institution list in Quicken

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5. Enter your EECU Online Banking User ID and Password and click Connect

6. Verify the accounts Quicken has added for you (Visa information is not downloadable through this method)

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Existing accounts you are already tracking in Quicken that you would like to connect using "Express Web" connect

Steps

1. On the Quicken accounts page, right click your existing EECU sub-share and click on Edit/Delete Account

2. This will bring up your Account Details 3. Click on the Online Services tab 4. Click the Deactivate button

5. Quicken will ask you if you would like to deactivate this service. Click Yes. 6. Repeat these steps for your other EECU sub-shares

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7. Your Online Services tab should now look like the screen below and have a Set up now button

8. Once you have deactivated your other EECU sub-shares you can click on the Set up now button

9. Quicken will ask you for your EECU-Fresno User ID and Password. Enter your EECU Online Banking User ID and Password and click Connect

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