Quicken

 

Quicken Essential Conversion Instructions

As North Side Bank and Trust Company completes its online banking upgrade, you may 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 North Side Bank and Trust Company 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.

Thank you for making these important changes!

Quicken Essentials for Mac 2010

Web Connect

NOTE:   This update is time sensitive and can be completed on or after 11/17/2014.

Documentation and Procedures

  • Conversion Preparation
  • Deactivate Your Account(s) At North Side Bank and Trust Company
  • Re-activate Your Account(s) at North Side Bank and Trust Company
  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.
  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 North Side Bank and Trust Company.
  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 North Side Bank and Trust Company.
  4. Click Continue.

NOTE:   Select “Quicken Connect” for the “Connection Type” if prompted.

  1. Enter your Login Credentials for North Side Bank and Trust Company.
  2. Click Continue.
  3. In the “Choose your Accounts” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select your existing account, and each additional account you wish to download into Quicken Essentials.

IMPORTANT:  Do NOT select “ADD” under the action column.

  1. Click Continue.

Quicken for Mac 2005-2007

Web Connect

NOTE:  This update is time sensitive and can be completed on or after 11/17/2014.

 Documentation and Procedures

  •  Conversion Preparation
  •  Deactivate Your Account(s) At North Side Bank and Trust Company
  •  Re-activate Your Account(s) at North Side Bank and Trust Company
  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.
  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 North Side Bank and Trust Company.
  7. Verify that your account list does not display a blue online circle icon for any accounts at North Side Bank and Trust Company.
  1. Log into the North Side Bank and Trust Company website at http://www.northsidebankandtrust.com.
  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 North Side Bank and Trust Company.
  6. Choose Lists menu > Accounts. Verify that each account at North Side Bank and Trust Company has a blue online circle indicating that it has been reactivated for online services.

Quicken for Windows 2012–2015

Web Connect

NOTE: This update is time sensitive and can be completed on or after 11/17/2014.

Documentation and Procedures

  •  Conversion Preparation
  •  Deactivate Your Account(s) At North Side Bank and Trust Company
  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.
  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.

  1. Click on the General or General Information tab. Remove the Account Number.
  2. Remove the name of the Financial Institution. Click OK to close the window.
  3. Repeat steps 2–6 for each account at North Side Bank and Trust Company.

IMPORTANT:  Customers using One Step Update or Express Web Connect can reactivate online banking on or after 11/20/2014

  •  Re-activate Your Account(s) at North Side Bank and Trust Company
  1. Log in to North Side Bank and Trust Company web site at http://www.northsidebankandtrust.com.
  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.

  1. Repeat steps 2 – 3 for all of your accounts
  •  Re-activate Your Account(s) using One Step Update on or after 11/20/2014
  1. Open the account register that you want to enable for online account access.
  2. Choose Account Actions menu > Set Up Online.
  3. Enter North Side Bank and Trust Co. and click Next.
  4. Type your User ID and Password. Click Connect.

NOTE:   You may be presented with a security question from your Financial Institutions prior to receiving your accounts.

  1. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link or Exists in Quicken and select the matching accounts in the drop-down menu.

IMPORTANT:  Do NOT select New or Add In Quicken.  If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.

  1. After all accounts have been matched, click Next.
  2. You will receive confirmation that your account(s) have been added.
  3. Click Done or Finish.