Web Connect is Now Available
To download your account information from Online Banking into Quicken® you will need to be enrolled in Online Banking and have a Cambridge State Bank (CSB) Online Banking User ID and Password. Not enrolled? Enroll Now
>>Quicken Web Connect Welcome Letter>>Getting Started with Quicken® 2007-2008 for Windows®
Questions to Frequently Asked Questions
Q. Can I use Quicken with Online Banking?
Q. Can I use QuickBooks with Online Banking?
Q. What is Web Connect?
Q. What is Express Web Connect?
Q. How do I use Web Connect?
Q. What if I don't see Cambridge State Bank -MN listed within Quicken?
Q. How do I disassociate Cambridge State Bank (WI) and attach my accounts to Cambridge State Bank - MN?
Q. Can I use Quicken with Online Banking?
A. Yes. You can download information from Online Banking to Quicken.
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Q. Can I use QuickBooks with Online Banking?
A. No. TOP
Q. What is Web Connect?
A.
Web Connect allows you to automatically download your transactions from CSB's Online Banking.
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Q. What is Express Web Connect?
A.
Starting with Quicken Windows 2007, Intuit has introduced a new download method which provides an integrated way to update transactions and account balances from within the product. Express Web Connect (EWC) automates the login process and retrieves Web Connect transactions.
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Q. How do I use Web Connect?
A.
Step 1: Log on to your CSB Online Banking account.
Step 2: Select the checking account that you would like to export.
Step 3: Place your mouse on the word 'Transactions' link and select "Export Transactions".
Step 4: Select the Quicken Web Connect export format (QFX).
Step 5: Select Open from the File Download dialog box.
-- If you've selected Open this file from its current location, Quicken will automatically launch and begin to import your transactions into Quicken using the Compare to Register feature.
Selecting Save it to a disk saves a file in a specific location on your computer, which you can manually import into Quicken. Remember to make note of the file location.
--If you've selected Save it to a disk, Web Connect will either download the transactions automatically into your register or you will have the option of manually importing the file, using the following menu options in the Quicken Software: File, then Import and Web Connect File. Enter the location and name of the file saved.
If this is the first time you have downloaded information for this account or if Quicken cannot determine which is the appropriate account, Quicken asks you to identify the Quicken account you use to track this financial information.
If you have set up a Quicken account for this download, select Use existing Quicken account and choose the account from the pop-up list. Click Continue.
If the account you want to import into is not on the list, you may need to disable the account for Direct Connect access.
If you have not yet set up a Quicken account for this download, select Create a new Quicken account and enter a name for this account. Click Continue.
The Web Connect file will be sent from Online Banking to your Quicken software. Depending on the amount of information being sent, you may see a progress bar.
When the download is complete you will be prompted with "Your Web Connect data has been successfully downloaded into Quicken." Click OK.
Go to the account register in Quicken and use the Compare to Register feature to accept the downloaded transactions into your account register. There are two ways to accept transactions. Selecting Accept All will automatically place them all into the account register. You can avoid erroneous match-ups by selecting Accept one transaction at time.
Repeat the Web Connect process for each of your accounts.
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Q. What if I don't see Cambridge State Bank -MN listed within Quicken? A. Open Quicken > Go to Online > One Step Update > uncheck all boxes and click Update Now. Once update is complete close Quicken. Reopen Quicken and try Online > Online Account Services Setup. You should now see Cambridge State Bank - MN. TOP
Q. How do I disassociate Cambridge State Bank (WI) and attach my accounts to Cambridge State Bank - MN? 1. Choose Online menu -> One Step Update.
2. In the One Step Update Settings dialog, uncheck any boxes that are checked, and then click Update Now.
3. If a software update is available, then you will be prompted to apply it now.
4. Once the update is complete, restart Quicken.
5. Quicken banking customers: right-click your first account from the list under Cash Flow Center.
6. Select Edit account from the pop-up menu.
7. In the Account Details dialog, click the Online Services tab.
(This button varies: If you manually download transactions, this button displays as Remove Connection. If you use One Step Update to automate downloading your transactions, this button displays as Remove from One State Update.)
8. Click Remove Connection or Remove from One Step Update in the One Step Update area. Confirm the remaining prompts.
9. Click the General Information tab. In the Financial Institution field, type the name of your financial institution. Optionally, edit the Account Name field to reflect the new financial institution.
Click OK to close the Account Details dialog. Repeat steps 1 through 6 for each applicable account.ACTIVATE YOUR ACCOUNTS
1. Open a Web browser and log in to your financial institution’s Web site and download your transactions into Quicken.
Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a “from” date that does not include records previously downloaded.
2. Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the Quicken account.
Repeat steps 1 and 2 for each account that you will use for online banking.
AUTOMATING YOUR WEB CONNECT DOWNLOADS
Express Web Connect provides the option of activating the One Step Update feature, which automates the downloading of Web Connect data. To activate the One Step Update feature, take either of these actions:
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If you see the Activate One Step Update prompt during the Web Connect download process, click Yes, and then click Activate.
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From Quicken, choose Online menu -> One Step Update. In the dialog that displays, choose Activate One Step Update link next to your financial institution’s name.
Once activated, you can choose Online menu -> One Step Update to perform downloads.TOP |
