Cambridge State Bank

 

Home

 

Contact Us

Call Us: 763-689-2500
 

Online Banking

Features
Frequently Asked Questions
Enroll
Demo
 
Bill Pay
Bill Pay Getting Started
Bill Pay GENERAL FAQs
Bill Pay BILL FAQs
Bill Pay PAYMENT FAQs
Bill Pay Customer Service Information
 
Popmoney
Popmoney Overview
 
MobilitiTM: Mobile Banking
Mobiliti
 
Related Services
Intuit Quicken Interface
Reorder Business Checks
Overdraft Protection
Make purchases online with a Visa® CheckCard.
 
Intuit Quicken® Interface
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 W
elcome 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.

TOP


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.

TOP


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. 

TOP


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.

TOP


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:

  • If you see the Activate One Step Update prompt during the Web Connect download process, click Yes, and then click Activate.
     

  • 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

 Getting Started with Quicken® 2007-2008 for Windows®

Refer to this guide for instructions about using Quicken’s online account services to save time and automatically keep your records up to date.

Before you can download your transactions with Quicken, you need Internet access, your customer ID, and your password. To complete Quicken account setup, you need to log into the Cambridge State Bank Web site: www.cambridgestatebank.com.

This guide includes the following sections:

For step-by-step help with an online task, choose Help menu -> Quicken Help. In the Type in the word(s) to search for: prompt, enter Download Transactions.

Note to former QIF import users: Web Connect offers superior download capability.  You will enjoy an easier and more accurate download, without having to import and find your file, worry about duplicates, or even manually launch Quicken! You can convert your existing Quicken account to download via Web Connect. If your financial institution offers multiple download options on the Web site, make sure to select .QFX Web Connect. Do not select the older .QIF file format.
 

DOWNLOADING THE LATEST QUICKEN UPDATE

1. Click the Update icon on the Quicken toolbar.

2.  Uncheck all boxes, and click Update Now in the One Step Update Settings dialog.

3.  If an update is available, then Quicken provides a description of the update and brief instructions for downloading the update. When the update completes, restart Quicken.

TOP

CREATING A NEW QUICKEN ACCOUNT

1.      Open a Web browser and log into your financial institution’s Web site: www.cambridgestatebank.com. Follow the instructions provided to download your account information into Quicken. If you already have a CSB Online Banking UserID and Password log in and click on an account.  Hover your mouse over the ‘Transaction’ button, select ‘Export Transactions’.  Select ‘Cycle’, ‘Date’ and ‘Export Format’ should be [.QFX]

2.      When you click Download to Quicken (.QFX), your browser may prompt you to open or save files. If this prompt appears, click Open and follow the on-screen instructions.

3.      To set up a new account in Quicken, click Create a new Quicken account, and type a name for this account. Click Continue.

To select an account that you have been using to manually enter transactions, click Use an existing Quicken account, and then select the existing account from the drop-down list. Click Continue.

4.    If the Rename Your Payees window appears, take the desired action:

  • To accept the default name change of one or more payees, check the box next to each payee name.

  • To change the payee name to a name other than the default, check the box next to the payee name, click Edit, and follow the on-screen instructions.

  • To leave a payee name unchanged, do not check the box next to it.

To apply your payee name changes, click Apply Settings.

Or, to exit this window without making changes, click Cancel.

Quicken confirms that your account setup and download were successful in the One Step Update Summary. Click Close.

TOP

KEEPING YOUR QUICKEN ACCOUNTS UP TO DATE

The Online Center provides an easy way to download transactions into the accounts that you have activated for online account services.

To open the Online Center, choose Online menu -> Online Center.

AUTOMATING YOUR WEB CONNECT DOWNLOADS (OPTIONAL)

  • 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:

  • If you see the Activate One Step Update prompt during the Web Connect download process, click Yes, and then click Activate.

  • From Quicken, choose Online menu -> One Step Update. In the dialog that displays, choose Activate One Step Update link next to Cambridge State Bank.

  • Quicken confirms that your account setup and download were successful in the One Step Update Summary. Click Close.

  • Once activated, you can choose Online menu -> One Step Update to perform downloads.

TOP

CONGRATULATIONS, YOU ARE SET UP AND READY TO USE QUICKEN!

If you have any questions regarding these instructions, you may contact Cindy S. at 763-689-2500 from 8:00a.m. to 4:30p.m. Monday - Friday. You may also visit the Cambridge State Bank Web site at www.cambridgestatebank.com  or refer to: http://www.intuit.com/support/quicken.

TOP

Everybody makes promises. At Cambridge State Bank we make commitments!

Equal Housing Lender

Equal Housing Lender

Home 
127 South Main Street - 127 Opportunity Blvd N
Cambridge, MN  55008
Routing Number: 091911409


Member FDIC

 

FDIC Depository Insurance Calculator