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Quicken for Mac Conversion Instructions

2005-2007 - Web Connect to Web Connect

As Castle Rock Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your login credentials for the Castle Rock Bank website.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

NOTE: This update is time sensitive and can be completed on or after 8/12/14.

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing Up Your Data, and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select Checking for Updates to Quicken, and follow the instructions.

Task 2: Deactivate Your Account(s) At Castle Rock Bank

  1. Choose Lists menu > Accounts.
  2. Select the account that you want to disable and click Edit.
  3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.
  4. Remove the information within the Account Number and Routing Number fields.
  5. Click OK to save your edits.
  6. Repeat steps 2 - 5 for each account at Castle Rock Bank.
  7. Verify that your account list does not display a blue online circle icon for any accounts at Castle Rock Bank.

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

  1. Log into the Castle Rock Bank website at www.castlerockbank.net.
  2. Download and import your transactions to Quicken.
  3. Click the Use an existing account radio button.
  4. Select the corresponding existing Quicken account in the drop-down list and click OK.
  5. Repeat steps 3-4 for all accounts at Castle Rock Bank.
  6. Choose Lists menu > Accounts. Verify that each account at Castle Rock Bank has a blue online circle indicating that it has been reactivated for online services.

Thank you for making these important changes!

 

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