Guide to connecting to Quicken - BMO Harris Bank
Guide to connecting to Quicken
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Quicken for Mac Personal Finance Software
Quicken Account Conversion Instructions
As we continue to update BMO Harris Online BankingSM you may need to modify your Quicken settings before
attempting to download transactions from BMO Harris Online Banking.
It is important that you perform the following instructions in Quicken exactly as described and in the order
presented. It should take 10 minutes to complete all instructions.
Note: In the following screen shots, red icon numbers match step number instructions. All financial institution
and register information is fictitious and for illustration only. In this document, Quicken 2006 screen shots
display. While the screens may look slightly different depending upon version, the functionality remains the
same. Any instructional differences are clearly noted.
Intuit has provided the following instructions that will help you maintain consistency in your Quicken
register. BMO Harris provides these instructions as a courtesy to its customers and does not assume
responsibility for any inaccuracies. If you have any questions as you work through these instructions,
please contact your Quicken product support help desk.
Step 1: Back up your current data
1. Choose File menu > Backup. Then choose whether to save the backup to a disk or to your Mac.
2. Follow the on screen instructions to complete the backup method you choose.
Step 2: Download the latest Quicken update
1. From your Quicken menu > Check for Updates.
2. If a software update is available, then you will be prompted to download the update from the Quicken
Web site.
3. Once the update is complete, restart Quicken.
BMO Harris BankSM and BMO Harris are trade names used by BMO Harris Bank N.A. Member FDIC.
Guide to connecting to Quicken
?
?
Quicken for Mac Personal Finance Software
Quicken Account Conversion Instructions
Step 3: Disable BMO Harris accounts in Quicken
1. Choose Lists menu > Check for Accounts.
2. Select the BMO Harris account you want to disable, and click Edit.
3. In the Download transactions: drop-down list, select not enabled. Click OK to the prompt, ¡°You are
about to disable¡¡±
4. Click OK to save your edits.
Repeat steps 2 through 4 for each BMO Harris online account (such as checking, savings, and certificates of
deposit). 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 BMO Harris accounts.
BMO Harris BankSM and BMO Harris are trade names used by BMO Harris Bank N.A. Member FDIC.
Guide to connecting to Quicken
?
?
Quicken for Mac Personal Finance Software
Quicken Account Conversion Instructions
Step 4: Enable your BMO Harris accounts in Quicken
Note: The financial institution is set to BMO Harris Bank N.A. ¨C Retail, SB and should remain the same once
Quicken modifications are made.
1. Log in to BMO Harris Online Banking at . Download your BMO Harris transactions into
Quicken utilizing the Date Range option to select the starting date from which you would like to download
transactions.
2. Click the Use an existing Quicken BMO account radio button. In the corresponding drop-down list,
select the Quicken account that you used for BMO Harris Bank N.A. ¨C Retail, SB.
3. Repeat steps 1 and 2 for each account that you wish to download from BMO Harris Online Banking.
4. Once the first download is complete for all BMO Harris accounts you can improve your connection to
when prompted by Quicken.
Thank you for making these important changes!
BMO Harris BankSM and BMO Harris are trade names used by BMO Harris Bank N.A. Member FDIC.
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