Quicken for Windows Conversion Instructions

Web Connect to Direct Connect

INTRODUCTION

As Chesapeake Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your login credentials for online banking and/or Direct Connect.

NOTE: Web Connect uses the same User ID and Password as the Chesapeake Bank website. Direct Connect may require registration.
Please contact Chesapeake Bank to verify your Direct Connect login information.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Thank you for making these important changes!

DOCUMENTATION AND PROCEDURES

TASK 1: Conversion Preparation

    1. Back up 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 Update Software and follow the instructions.

TASK 2: Disconnect Accounts in Quicken on or after 09/08/2020

    1. Choose Tools menu > Account List.
    2. Click the Edit button of the account you want to deactivate.
    3. In the Account Details dialog, click on the Online Services
    4. Click Deactivate. Follow the prompts to confirm the deactivation.
    5. Click on the General
    6. Remove the financial institution name and account number. Click OK to close the window.
    7. Repeat steps for each account to be disconnected.

 

TASK 3: Reconnect Accounts to Chesapeake Bank on or after 09/08/2020

    1. Choose Tools menu > Account List.
    2. Click the Edit button of the account you want to activate.
    3. In the Account Details dialog, click on the Online Services tab.
    4. Click Set up Now.
    5. Use Advanced Setup to activate your account.
    6. Enter Chesapeake Bank in the search field, select the name in the list and click Next.
    7. If presented with the Select Connection Method screen, select Direct Connect.
    8. Type your Direct Connect User ID and Password and click Connect.
    9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

IMPORTANT: Do NOT select Add to Quicken unless you want to add a new account to Quicken. If you are presented with accounts, you do not want to track in this data file, select Ignore – Don’t Download into Quicken.

10. After all, accounts have been matched, click Next. You will receive confirmation that your accounts have been added.

11. Click Done or Finish.