How to change an account from web connect to direct connect?

Quicken Windows Other Member ✭✭
edited February 5 in File Conversion and Backup (Windows)

How to change an account from web connect to direct connect?

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What financial institution? Because part (a BIG part) of the conversion depends upon the FI.

    US Bank, for example, requires that you coordinate with their tech people to set-up Direct Connect. AND, again as an example, USB uses a different FI name in Q for it's Direct Connect downloads.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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