Powered by ProfitStars.Learn how to use Express Web Connect online banking with certain banks in QuickBooks Desktop.Ĭhase Bank, Capital One bank and credit cards, Discover Card Express Web, and Fidelity Express Web users can now use the improved Express Web Connect online banking. The portalĪnd news features are beng provided by an outside source - The bank Information, or graphics of the web sites that have links here. Responsible for and has no control over the subject matter, content, Online Banking | Insurance Services | Financial Calculators | Hours & Locations Personal Services | Business Services | Check Reorder Home | USA Patriot Act | Privacy Statement | Terms of Use Thank you for making these important changes! You will receive confirmation that your account(s) have been added.

After all accounts have been matched, click Next.

If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken. IMPORTANT: Do NOT select New or Add in Quicken. You will want to select Link or Exists in Quicken and select the matching accounts in the drop-down menu.

Ensure you associate the account to the appropriate account already listed in Quicken.

NOTE: You will be presented with a list of accounts available for online access.

Choose Account Actions menu > Set Up Online.

Open the account register that you want to enable for online account access.

Task 3: Re-activate Your Account(s) at Castle Rock Bank.

Repeat steps 2 - 6 for each account at Castle Rock Bank.

Remove the name of the Financial Institution.

Click on the General or General Information tab.

NOTE: The name of the buttons referenced above may vary depending on the services and the version of Quicken you are using. Follow the prompts to confirm the deactivation.

Click Deactivate or Remove from One Step Update.

In the Account Details dialog, click on the Online Services tab.

Click the Edit or Edit Details button of the account you want to deactivate.

Task 2: Deactivate Your Account(s) At Castle Rock Bank Search for and select Update Software, and follow the instructions. For instructions to download an update, choose Help menu > Search. Search for and select Backup Data File, and follow the instructions. For instructions to back up your data file, choose Help menu > Search. NOTE: This update is time sensitive and can be completed on or after 8/12/14. This conversion should take 15–30 minutes. If you do not, your service may stop functioning properly.

It is important that you perform the following instructions exactly as described and in the order presented. To complete these instructions, you will need your login credentials for the Castle Rock Bank website. Quicken for Windows Conversion InstructionsĢ011-2014 - Web Connect to Direct ConnectĪs Castle Rock Bank completes its system upgrade, you will need to modify your Quicken settings to ensure the smooth transition of your data.

Quicken setup web connect