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Quicken Essentials for Mac Conversion Instructions

2010 - Web Connect to Direct Connect

As Castle Rock Bank completes its system upgrade to, 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.

IMPORTANT: 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 data files,” and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates,” and follow the instructions.

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

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Remove the checkmark from “I want to download transactions”.
  4. Click Save.
  5. Click Continue when asked to confirm this deactivation.
  6. Repeat steps 2 - 5 for each account at Castle Rock Bank.

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

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Click List menu > Select Castle Rock Bank.
  4. Click Continue.
  5. Select Direct Connect for the Connection Type if prompted.
  6. Enter your Login Credentials for Castle Rock Bank.

    IMPORTANT: In the “Choose your Accounts” screen, associate each new account with an existing account in Quicken. Under the Action column, you will want to select your existing account. Do NOT select “ADD” in the Action column.
  7. Click Save.

Thank you for making these important changes!


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