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QUICKEN FOR MAC - EXPRESS WEB CONNECT - CONVERSION INSTRUCTIONS

Quicken for Mac 2015-2017 - Express Web Connect

Introduction

After your account has transitioned 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 online banking ID and password for Simmons Bank online banking. You will need to have already logged into your online banking at www.simmonsbank.com to choose your permanent password and security settings.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may not functioning properly. This conversion should take 15–30 minutes.

Determine Your Connection Type

To ensure these are the correct instructions for your Quicken setup, verify you are set up as Express Web Connect. To do this, Right Click on your account (in the account listings page) and Left Click on Edit/Delete account. In the window that appears, you should have several tabs. Left Click on the Online Services tab. In the Online Setup Section for your account, the connection method listed will correspond to the set of instructions that apply to you. If this does not say Express Web Connect, please locate the correct instructions for your connection type on our website at www.simmonsbank.com/intuit.

Documentation and Procedures

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select Check for Updates and follow the instructions.

NOTE:

All transactions must be matched or added to the register prior to the deactivating of your account(s).

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Troubleshooting > Deactivate Downloads.
  4. Repeat steps for each account.
  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter Simmons Bank NEW in the Search field, select the name in the Results list and click Continue.
  5. Enter your online banking User Id and Password and click Continue.
  6. If the bank requires extra information, enter it to continue.

    NOTE:

    Select “Express Web Connect” or “Quicken 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, select “Link” to pick your existing account.

    IMPORTANT:

    Do NOT select “ADD” under the action column.

  8. Select Finish.

Thank you for making these important changes!