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QUICKEN FOR WINDOWS – DIRECT CONNECT - CONVERSION INSTRUCTIONS

Quicken for Windows - Direct 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 stop 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 Direct Connect. To do this, Right Click on your account (in the accounts listing 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 Direct 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 > Quicken Help. Search for Backup Data File and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.

NOTE:

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

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps 2 - 6 for each account you wish to deactivate.
  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter Simmons Bank, select the name in the list and click Next.
  7. If presented with the Select Connection Method screen, select Direct Connect.
  8. Enter your online banking User ID and Password. Click Connect.

    NOTE:

    You may be presented with a security question from your Financial Institutions prior to receiving your accounts.

  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

    IMPORTANT:

    Do NOT select Add to Quicken 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, select Ignore – Don’t Download into Quicken.

  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  11. Click Done or Finish.

NOTE:

If you are not a Bill Pay user within Quicken, your conversion is complete. Skip this Task.

  1. Recreate your payments.
  2. If you need help creating your payments, choose Help menu > Quicken Help.
  3. Search for "Create an online payment" and click that item.
  4. Follow the instructions to enter or transmit an online payment.

Thank you for making these important changes!