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Quicken conversion

As your former bank completes its system conversion to Simmons Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your new online banking login credentials for Simmons Bank. This document contains instructions for both Windows and Mac, and all three connectivity types (Direct Connect, Express Web Connect or Web Connect).

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This process should take 15–30 minutes.

NOTICE: Express Web Connect will not be available until Tuesday, Oct. 19 so please utilize another connectivity type if you need transaction updates during this downtime. There is no delay for Web Connect or Direct Connect.

Click the link below that matches your product and connectivity.

 


 

Quicken Windows Direct Connect and Express Web Connect

  1. Backup your Quicken Windows Data File and Update
    1. Go to File > Backup and Restore > Backup Quicken File
    2. Download the latest Quicken Update. Go to Help > Check for Updates
  2. On or after Oct. 19, 2021, deactivate online banking connection for accounts connected to your previous bank.
    1. Choose Tools > Account List
    2. Click Edit on the account to deactivate.
    3. In Account Details, click Online Services.
    4. Click Deactivate. Follow prompts to confirm deactivation.
    5. Click the General tab.
    6. Delete the Financial Institution and Account Number information. Click OK to close window.
    7. Repeat steps for any additional accounts that apply.
  3. Reconnect the online banking connection for your accounts.
    1. Choose Tools > Account List.
    2. Click Edit on the account you want to activate.
    3. In Account Details, click Online Services and then choose Set up Now.
    4. Enter your online banking login credentials.
      1. Please contact Simmons Bank if you require Direct Connect to be enabled for your login. Fees may apply.
    5. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.
      1. Do NOT select Create a new account unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.
    6. After all accounts have been matched, click Next and then click Done.

 


 

Quicken Mac Direct Connect and Quicken Connect

  1. Backup Quicken Mac Data File & Update.
    1. Choose File > Save a Backup.
    2. Download the latest Quicken Update. Go to Quicken > Check for Updates.
  2. On or after Oct. 19, 2021, reconnect online banking connection for accounts that apply.
    1. Click your account in the Accounts list on the left side.
    2. Choose Accounts > Settings.
    3. Select Set up transaction download.
    4. Enter Simmons Bank in the search field, select the correct option and click Continue.
    5. Enter your online banking login credentials.
      1. Please contact Simmons Bank if you require Direct Connect to be enabled for your login. Fees may apply.
    6. In the Accounts Found screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
      1. Do NOT select ADD in the Action column unless you intend to add a new account to Quicken.
    7. Click Finish.

 


 

Quicken Windows Web Connect

  1. Backup Quicken Windows Data File and Update.
    1. Choose File > Backup and Restore > Backup Quicken File.
    2. Download the latest Quicken Update. Choose Help > Check for Updates.
  2. Deactivate online banking connection for all accounts connected to your previous bank.
    1. Choose Tools > Account List
    2. Click Edit on the account to deactivate.
    3. In Account Details, click Online Services.
    4. Click Deactivate. Follow prompts to confirm deactivation.
    5. Click the General tab.
    6. Delete the bank and account number information.
    7. Click OK to close window.
    8. Repeat steps for any additional accounts.
  3. Reconnect online banking connection for accounts that apply.
    1. Download a Quicken Web Connect file from your Simmons Bank online banking site. This can be found in online banking by choosing the account and then the download icon above the transactions listing.
      1. Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
    2. In Quicken, choose File > File Import > Web Connect (.QFX) File.
    3. Use the import dialog to select the Web Connect file you downloaded. An Import Downloaded Transactions window opens.
    4. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
    5. Repeat this step for each account.
      1. Do NOT select Create a new account unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.

 


 

Quicken Mac Web Connect

  1. Backup Quicken Mac Data File & Update.
    1. Choose File > Save a Backup.
    2. Download the latest Quicken Update. Go to Quicken > Check for Updates.
  2. Connect all accounts to online banking that apply.
    1. Select your account under the Accounts list on the left side.
    2. Choose Accounts > Settings.
    3. Select Set up transaction download.
    4. Enter Simmons Bank in the search field, select the correct option, and click Continue.
    5. Log in to your Simmons Bank online banking site and download your transactions to your computer. This can be found in online banking by choosing the account and then the download icon above the transactions listing.
      1. Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
    6. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the Connection Type if prompted.
    7. In the Accounts Found screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click Link to pick your existing account.
      1. Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
    8. Click Finish.

 


 

Quicken Windows Bill Pay

Only complete these tasks if you currently initiate Bill Payments from within Quicken Windows.

  1. Cancel Existing Bill Payments.
    1. Choose Tools > Online Center.
    2. Choose your previous bank from the Financial Institution drop-down list.
    3. On the Payments tab, choose an account from which a payment is scheduled in the future.
    4. In the payments status list, you will cancel payments for each payee with a status that is scheduled for delivery on a date after September 8th, 2021. To do this, select the first payee and click Cancel Payment.
    5. Repeat steps c & d for all payments that are scheduled for delivery after September 8th, 2021.
    6. On the toolbar, click Repeating.
    7. Choose a payment instruction and click Delete. Click Delete again in the confirmation window.
    8. Repeat step g for each repeating payment you have with your previous bank.
  2. On or after Oct. 19, 2021, re-create Your Bill Payments.
    1. If you need help re-creating payments, choose Help > Quicken Help. Search for Create an online payment and follow the instructions.

 


 

Quicken Mac Bill Pay

Only complete these tasks if you currently initiate Direct Connect Bill Payments from within Quicken Mac.

  1. Cancel Existing Bill Payments.
    1. Highlight a Bill Payment transaction on the account register.
    2. While on the account register, choose File > Print to save your list of pending payments. You can use this when you re-create the bill payments and send these payments again.
    3. Click Edit at the bottom of the account register window.
    4. Click Edit Details below the highlighted transaction.
    5. Click the Online Payment tab and choose Cancel Payment.
    6. Repeat these steps for each outstanding Bill Payment you have with your previous bank.
  2. On or after Oct. 19, 2021, re-create Your Bill Payments.
    1. If you need help re-creating payments, choose Help and search for Adding online Bill Pay Transactions. Follow the instructions to create and transmit an online payment.