quicken for mac 2017 add brokerage cash account

Drag and drop the downloaded file into the box Drop download file. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions. Take note of the date you last had a successful connection. Log in to Download a file of your transactions to your computer. Enter Mid-Atlantic Fed CU-BB QB in the Search field, select the name in the Results list and click Continue. Select your account under the Accounts list on the left side.Ģ 2. Task 3: Reactivate Your Account(s) at Mid-Atlantic FCU on or after 06/07/17 1. Repeat steps for each account at Mid-Atlantic FCU. Select Troubleshooting > Deactivate Downloads. Select your account under the Accounts list on the left side. Task 2: Deactivate Your Account(s) at Mid-Atlantic FCU on or after 06/07/17 1. Search for Updates, select Check for Updates, and follow the instructions.

For instructions to download an update, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions. For instructions to back up your data file, choose Help menu > Search. Documentation and Procedures Task 1: Conversion Preparation 1. 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 User ID and Password for the Mid-Atlantic FCU website. Please reference the dates next to each task as this information is time sensitive. 1 Quicken for Mac Conversion Instructions Quicken for Mac Web Connect Introduction As Mid-Atlantic FCU completes its system conversion you will need to modify your Quicken settings to ensure the smooth transition of your data.

Quicken for mac 2017 add brokerage cash account