![]() NOTE: You may be presented with a security question from CU SoCal prior to receiving your accounts.ĩ. If presented with the Select Connection Method screen, select Express Web Connect.Ĩ. Enter CU Southern California in the search field, select the name in the list and click Next.ħ. Use Advanced Setup to activate your account.Ħ. In the Account Details dialog, click the Online Services tab.ĥ. Click the Edit button of the account you want to activate.ģ. Task 4: Reconnect Accounts to CU Southern California after the second to last week in JulyĢ. Repeat steps for each account to be disconnected. Remove the financial institution name and account number. ![]() Follow the prompts to confirm the deactivation.Ħ. In the Account Details dialog, click on the Online Services tab.Ĥ. Click the Edit button of the account you want to deactivate.ģ. Task 3: Disconnect Accounts in Quicken on or after second week in JulyĢ. Search for Matching Transactions and follow the instructions. Note: If you need assistance matching transactions, choose Help menu > Quicken Help. If new transactions were received from your connection, accept all new transactions into the appropriate registers. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.Ĥ. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.ģ. Search for Update Software and follow the instructions.Ģ. For instructions to download an update, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.Ģ. For instructions to back up your data file, choose Help menu > Quicken Help. Download a file of your transactions to your computer.ġ.
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