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Quicken Conversion

 

Now that Firstmark Credit Union has converted to a new online banking experience, you will need to modify your Quicken settings to ensure a smooth transition of your data. You will need your Online User ID and password to complete this process.

The entire process takes an estimated 20-25 minutes. During this process you will be instructed to make a backup of your current data file, install any Quicken updates if necessary, and then re-establish your connection between Firstmark Credit Union and Quicken.

It is imperative that you execute the following instructions exactly as described and in the order presented. If not, your service may stop functioning as desired.

There are two ways Quicken interacts with Firstmark Credit Union.

  • Web Connect (WC) - is simply, a way you can download your transactions directly from the Firstmark Credit Union website and import them into Quicken. In this case, there is no real communication going on between your Quicken software and your credit union account.

  • Express Web Connect (EWC) or Quicken Connect on the Mac - Quicken communicates directly with your credit union account. You don't have to sign into the credit union's website and manually download transactions - Quicken does this for you.

How do I know which method I'm using?

  • Windows - choose the Tools menu then select Account List. Click Edit next to your account, then choose the Online tab at the top.

  • Mac - choose your account on the left, then click the Settings button on the right, at bottom. Your connection type will be listed at the bottom (you may need to scroll down to see it).

Please choose the correct conversion instructions below
to be sure your service functions properly.

Windows QuickBooks users convert using the same connection method:

  • Web Connect (WC) to Web Connect (WC)
    If you are currently using Web Connect and would like to continue using the Web Connect Method Download and follow these instructions
    Quickbooks_Win_WC.pdf

Windows Quicken users convert using the same connection method:

  • Web Connect (WC) to Web Connect (WC)
    If you are currently using Web Connect and would like to continue using the Web Connect Method Download and follow these instructions
    Quicken_Win_WC.pdf


Mac QuickBooks users convert using the same connection method:

  • Web Connect (WC) to Web Connect (WC)
    If you are currently using Web Connect and would like to continue using the Web Connect Method Download and follow these instructions
    Quickbooks_Mac_WC.pdf

Mac Quicken 2005-2007 users convert using the same connection method:

  • Web Connect (WC) to Web Connect (WC)
    If you are currently using Web Connect and would like to continue using the Web Connect Method Download and follow these instructions
    Quicken_Mac_05-07_WC.pdf

Mac Quicken Essentials 2010 users convert using the same connection method:

  • Web Connect (WC) to Web Connect (WC)
    If you are currently using Web Connect and would like to continue using the Web Connect Method Download and follow these instructions
    Quicken_Mac_Ess_10_WC.pdf