A Web Connect file is used for online banking and it provides online account access to your financial institution for statement downloads. Many financial institutions offer Web Connect files, as well as online banking for Quicken users.

To enable a Web Connect account:

1. From your financial institution's Web site, select the option to download your account information as a Web Connect (QFX) file. If prompted, save the file to your Microsoft® Windows® desktop.
   
   

   Note: Your computer may be configured to automatically start Quicken when a QFX file is downloaded. If this is the case, then there is no need to save the file to your desktop, and you can skip to the first bullet at step 3.

2. From the Quicken File menu, choose Import, and then choose Web Connect file.
   
   
3. Locate and select the Web Connect file, and then click Open. If prompted to process the transactions or save them for later processing, select Have Quicken process these transactions now, and then click OK.

• If this is the first time you have downloaded information for this account, or if Quicken cannot determine which account to download the transactions into, you will be prompted to identify the Quicken account you use to track this financial information.
  
  
• If you have set up an existing Quicken account for this account, click Use existing Quicken account, and then choose the account from the list.
  
  
• If you have not yet set up a Quicken account for this account, click Create a new Quicken account, and then click Continue.
  

4. Click Continue. Your recent account history will be sent from your financial institution to Quicken. Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete.
   
   
5. When your recent account history has been transferred, accept the downloaded transactions into Quicken.

After the initial download and processing, you will be able to download the Web Connect file from the Online Center window by clicking Update/Send.

Note: With Web Connect, you cannot send e-mail, online transfers, or make payments through Quicken. However, these functions are available through Direct Connect. Please contact your financial institution to see if they support this download format.

• Account not listed when enabling a Web Connect account