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Quicken®

Web Connect Method
Download your account information from Online Banking to your Quicken® software. You use Online Banking to access your accounts.
What you need to get started
Before you can set up Online Banking and Web Connect download to Quicken
® from your online accounts, you will need:
  • Quicken 2010® (or newer) for Windows
    Quicken 2010® (or newer) for Mac installed on a computer
  • Internet access
  • Online Banking ID and Password from Guaranty Bond Bank
If you are not enrolled in Online Banking, enroll online or contact Guaranty Bond Bank at 888 572 9881.

Using Web Connect
1.     Refer to Intuit's User Guide for instructions specific to your version of Quicken®.
2.     Sign in to Online Banking.
3.     From the Accounts Summary Page, select the account you want to download transactions and choose Download from the drop down menu. You will be taken to the Download Transactions page.
4.     Choose a date range of transactions to download.
5.     From the Format drop down menu, choose Quicken®.
6.     The File Download dialog box will prompt you with, "What would you like to do with this file?"
o    Selecting Open this file from its current location will immediately import your data into Quicken®.
o    Selecting Save it to a disk saves a file in a specific location on your computer, which you can manually import into Quicken®. Remember to make note of the file location.
7.     Make your selection and click OK to continue.
8.     If you've selected Open this file from its current location, Quicken® will automatically launch and begin to import your transactions into Quicken®.  If you've selected Save it to a disk, Web Connect will either download the transactions automatically into your register or you will have the option of manually importing the file, using the following menu options in the Quicken® Software: File, then Import and Web Connect File. Enter the location and name of the file saved.
9.     If this is the first time you have downloaded information for this account or if Quicken® cannot determine which is the appropriate account, Quicken® asks you to identify the Quicken® account you use to track this financial information.
o    If you have set up a Quicken® account for this download, select Use existing Quicken® account and choose the account from the pop-up list. Click Continue.
o    If you have not yet set up a Quicken® account for this download, select Create a new Quicken® account and enter a name for this account. Click Continue.
10.   The Web Connect file will be sent from Online Banking to your Quicken® software. Depending on the amount of information being sent, you may see a progress bar.
11.   When the download is complete you will be prompted with "Your Web Connect data has been successfully downloaded into Quicken®." Click OK.
12.   Go to the account register in Quicken® and use the Compare to Register feature to accept the downloaded transactions into your account register. There are two ways to accept transactions. Selecting Accept All will automatically place them all into the account register. You can avoid erroneous match-ups by selecting Accept one transaction at time.
13.   Repeat the Web Connect process for each of your accounts.

Direct Connect Method
You may now pull all your Guaranty Bond Bank account transactions into your Quicken
® software without having to log-in to Online Banking!  By using the Direct Connect Method, you pull your transactions in directly from Quicken®.  If you would like to start using this method, please use the Help Guide within your Quicken® Software.  You will also need to do a one-time setup in Online Banking to authorize the downloads.  Just go to User Services and choose Personal Finance Software Access and then click Enable.

If you are currently using Web Connect and would like to convert your accounts to Direct Connect, please open the instructions below and follow them exactly. 

Web Connect to Direct Connect conversion instructions


If you need additional help, please visit the Quicken
® support site. Please note: Views or opinions on this website do not necessarily represent those of Guaranty Bond Bank. By clicking the link below, you will be taken to a website that is not affiliated with Guaranty Bond Bank and may offer a different privacy policy and level of security. Guaranty Bond Bank is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
 
Visit the Quicken® support site here.

 


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