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Quicken for Windows Conversion Instructions

2011-2014 - Web Connect to Web 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.

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 Your Data and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Checking for Updates to Quicken and follow the instructions.

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

  1. Choose Tools menu > Account List.
  2. Click the Edit or Edit Details button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate or Remove from One Step Update. Follow the prompts to confirm the deactivation.

    NOTE: The name of the buttons referenced above may vary depending on the services and the version of Quicken you are using.
  5. Click on the General or General Information tab. Remove the Account Number.
  6. Remove the name of the Financial Institution. Click OK to close the window.
  7. Repeat steps 2 - 6 for each account at Castle Rock Bank.

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

  1. Log in to Castle Rock Bank web site at
  2. Download and import your transactions to Quicken.
  3. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account or Use an Existing Quicken account and select the matching account in the drop-down menu.

    IMPORTANT: Do NOT select Create a new account or Create a new Quicken account. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken or click the Cancel button.
  4. Repeat steps 2 - 3 for all of your accounts.

Thank you for making these important changes!


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