Quicken 2001 for Windows

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Setting up your Internet Connection

 

 

 

 

 

 

 

Setting Up a New Account

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enabling Quicken accounts for

online banking

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Downloading transactions the

first time

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Creating and sending online payments

 

 

 

 

 

Online Banking and Online Payment
Getting Started Guide

Before you can enable your Quicken accounts to use the online account access and online payment services, you need two items from your financial institution:

·    Information about the account(s) you want to enable (such as account number, routing number, and user ID.

·    A Personal Identification Number (PIN).

NOTE: Your Quicken Customer ID / PIN is the same as you use to log in to Denver Community Home Banking site.  Please be sure to enter the specific account type with your ID # [e.g. 59487-S75 (default checking account)]

For security reasons, these items may be given or sent to you separately.

When you've received both these items, this guide will help you enable your accounts in Quicken and use the online banking services. 

Before you can start using Online Banking you must first set up your Internet Connection.

1.       From the Edit menu, choose Options, then select Internet Connect Setup.                     Click on the New button.  In the Internet Connection Setup wizard select one of the following options:

·         I have an existing dial-up Internet Connection

·         I have a direct Internet Connection

·         No, I need an Internet Connection                                          

                        Follow the onscreen instructions to setup your Internet connection.

Before you can start using online banking services you must first setup an account.  If you already have an existing account, skip 2a.

2.       From the Finance menu, select One Step Update.  Remove any check marks that may appear next to any items.  Click on Update Now.  This will download the latest financial institution list.  Click Done when complete.

 

a.       From the Banking menu, choose Online Banking Setup.                                New Account Setup: To create a new Quicken account to use for online banking, click the Create New Quicken Account button. Follow the onscreen instructions to enter new account information. 

               Please go to step 3 below.

 

b.       Enabling an Existing Account: To use an existing account for online services go to Banking menu and select the Online Banking Setup.  Click the Edit Existing Quicken Account and choose the account that you want to enable for online services. 

 

 

 

 

 

 

 

 

 

 

 

 

 


3.        After you have selected the desired account, the account register and Online Setup Steps 1 through 3 will appear. If you don’t have your financial information and password click 2, otherwise select step 3: Enable Your Quicken Account.

 

 

 

 

 

 

 

 


4.       After you select Enable your Quicken account, Quicken goes online to gather information about your financial institution. Then the Select Financial Institution wizard will appear.  Choose the service you wish to enable (Online account access and/or Online payment) and press the Next button. (PLEASE NOTE: Some Financial Institutions will fill in this information automatically.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


5.        When prompted, enter the routing number, account number, and account type.  Use the account information you received from your financial institution to complete these fields.

6.     Enter your customer ID number.  Your financial institution may use your Social Security number, your Tax Identification Number (TIN), or some other number as your customer ID number for these accounts.  Check your account information to determine what to use, then click Next.

The first time you use the online account access service, we recommend that you connect just to download transactions. This will enable you to update your register before doing other online tasks.

1.       From the Banking menu, choose Online Banking.  This will take you to the Online Center. 

2.       Select your financial institution, and then click Update/Send.  Quicken displays the Instructions to Send window. Check marks indicate which instructions you want to send to your financial institution.

3.       Make sure the instruction to download transactions from your financial institution is checked and then click the Send button.

4.       The Change Assigned PIN window opens.  For additional security, most financial institutions require you to change your assigned Personal Identification Number (PIN) the first time you use it. Your assigned PIN is the one your financial institution provided you for use with online services.

5.       Enter the required PIN information, and then click the OK button. You will connect to the Internet and download your transactions for all online accounts at that financial institution.

 

 

Getting Started on Online Payments

 

Now that you’ve enabled your Online Payment account, you can set up your online payees. Send online payments to anyone in the United States who has an address and

a phone number.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


1.       From the Banking menu, choose Online Banking.

 

2.       Click on the Payees button (see illustration on left)  in the upper left area on the Online Center.

 

3.      In the Online Payees List window, select the New button in the top left area of the window.

 

4.     In the Set-Up Online Payee window, enter the payee’s name and address

 

5.     Enter the account number the payee uses to identify you. If you don’t have an account number, use your policy number or your name.

 

6.       Click OK. Review the information for accuracy and click Accept. Be sure the payee information is accurate to ensure payments arrive on time. To edit, click Cancel and make any necessary changes.

 

Creating and sending online payment instructions

 

Now you’re ready to create your payment instructions.

 

1.       Return to the Online Center and then click the Payments tab.

 

2.       To create a payment instruction, fill in the fields for the payment you want to make and then click Enter. It’s just like writing a check, plus you can specify a category or add a memo, if you like.

 

3.      Create a payment instruction and send it immediately or create several instructions and send them together in one Connection.

 

Click Update/Send. Quicken displays the Instructions to Send window. Check marks indicate which instructions you want to send. To clear an instruction so that it is not sent when you connect, simply click it to remove the check mark.

 

4.      Click Send. The Change Assigned PIN window may open. For additional security, the service requires you to change your assigned Personal Identification Number (PIN) the first time you use it.

 

5.      Enter your PIN information and click OK. You’ll connect to the Internet and your payment instructions will be sent.