Do I need to disable direct connect banking before I merge Quicken 07 with quicken 2017?

Comments

  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited April 2018
    Hello there..

    You don't have to disable Direct Connect before you update to Quicken 2017. Once you are in Quicken 2017, it will ask you to setup the transactions again as a Direct Connect account.

    Hope this helps. Please advise if you have any other questions or concerns.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Unknown
    Unknown Member
    edited April 2018
    Thanks. Is it the same for quicken for Mac. 2018?
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited January 2018
    harold said:

    Thanks. Is it the same for quicken for Mac. 2018?

    Hello there.

    Yes, it is also for Quicken for Mac 2018.. Same import process..

    Hope this helps.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Unknown
    Unknown Member
    edited January 2018
    harold said:

    Thanks. Is it the same for quicken for Mac. 2018?

    Thanks again. Seems more seemless than anticipated
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited January 2018
    harold said:

    Thanks. Is it the same for quicken for Mac. 2018?

    No worries. 

    Please let us know if you have any further issues. 

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator