Quicken Instructions

To enter a support request for Quicken, please follow this link: https://quicken.custhelp.com/app/contact/plvl1/win.

Which product to you have?
Web Connect is a one-way communication from a financial institution’s website to Quicken/QuickBooks. This connectivity type requires users to log into the financial institution’s website, download an OFX based file and manually import into the products. More information about Web Connect. 
Direct Connect refers to a two-way connectivity between your financial institution’s OFX server and Quicken or QuickBooks. More information about Direct Connect.
Express Web Connect uses aggregation technology (OFX and HTML screen parsing scripts) to login and access account transaction information on behalf of customers. More information about Express Web Connect.

Quicken Windows 2011-2014 Direct Connect to Express Web Connect
Quicken Windows 2011-2014 Direct Connect to Web Connect
Quicken Windows 2011-2014 Express Web Connect to Express Web Connect
Quicken Windows 2011-2014 Express Web Connect to Web Connect
Quicken Windows 2011-2014 Web Connect to Express Web Connect
Quicken Windows 2011-2014 Web Connect to Web Connect

QuickBooks Instructions

QuickBooks for Mac Conversion to Web Connect
QuickBooks for Windows Conversion Web Connect to Web Connect

 
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