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Frequently Asked Questions

How do I set up a quicken account?

Scroll down to the bottom of the Accounts or Account Activity page. From the drop-down menu next to the button called Download, select Intuit Quicken and then click the Setup button. An account set-up page called Set Up Download to Quicken or QuickBooks will display. Select the account types for each account listed.

Can you access Quicken Online?

Create a New Quicken Account for Online Access. From the Tools menu select Add Account.... Enter the name of your bank and click Next. Enter your credentials, select Save this password (if using password vault) and click Connect.

How do I set up Quicken?

1. Click the Home tab at the top of the Quicken window. 2. Click Get Started in the See Where Your Money Goes section. 3. Enter or choose the name of your bank. This is the bank where your primary checking account is located. Your primary checking account is the one you deposit your paycheck into and pay your bills out of.

How do I Delete my quicken account?

Deactivate a Quicken for Windows account Select the Tools menu and select Account List. In the Account List, select the account for which you want to deactivate online services, and then click Edit. In the Account Details window, click the Online Services tab. Click Deactivate next to the service you want to disable.


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