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End User Migration Instructions
INTUIT QUICKEN (WINDOWS/MAC)

Agriculture Federal Credit Union completed a system migration at the end of 2006. To ensure the smooth transition of the data into your Quicken software, you must complete the following steps exactly as described and in the order presented. If you do not, your PFM Banking service may stop functioning properly.

If you have any questions regarding these instructions, please contact us at 202-479-2270.

Accounts Help

Download transactions from your financial institution into Quicken. Depending on your financial institution, the download method is either Direct Connect or Web Connect. Before you continue, find out which method your financial institution supports. Agriculture Federal Credit Union supports Direct Connect.

Download an online account statement using Direct Connect.

Click on the Finance Menu; choose the Online Center. Then click the Transactions tab.

Choose your financial institution.

Click Update/Send.

Make sure the "Download my latest online transactions and balances from..." instruction is checked.

Enter whatever PINs are required by your financial institution and click Send. (You may not be asked to enter a PIN until you click Send.) When you connect to download transactions, you retrieve information for all online accounts at the currently selected financial institution. Depending on your financial institution, you can download as much as 90 days' worth of transactions.

When your connection is finished, review the Transmission Summary window, and then click OK.

For each account with downloaded information, Quicken displays a lightning bolt on the account's QuickTab: select each account to see its latest downloaded transactions.
If you have QuickTabs hidden, from the Transactions tab Account list, select each account to see its latest downloaded transactions.

Next step: Compare downloaded transactions and update your register.

Download an online account statement using Web Connect.

From your account information page at your financial institution's web site, click the Download into Quicken button.

If this is the first time you have downloaded information for this account, or if Quicken cannot determine which is the appropriate account, Quicken asks you to identify the Quicken account you use to track this financial information.

If you have set up a Quicken account for this account, click Use Existing Quicken Account and choose the account from the pop-up list.

If you have not yet set up a Quicken account for this account, click Create a New Quicken Account and enter a name for this account.

Click Continue.
Your recent account history is sent from your financial institution to Quicken. Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete.

When your recent account history has been transferred, Quicken takes you to the Online Center.
From the Online Center you can edit the downloaded transactions, if necessary. For example, you may want to add categories to uncategorized transactions. When you're finished editing your transactions, you can accept them into your Quicken register.

Final step: Compare downloaded transactions and update your register.

Select your software version from this index to access instructions for your online accounts within Quicken (WIN/MAC).

 

Quicken Windows 2007 Instructions
STEP A. INSTALL THE LATEST QUICKEN UPDATE
Follow the steps in this section to determine if a Quicken update is available and to download the update.
  1. From the Quicken Online menu, choose One Step Update.
  2. Uncheck all options in the One Step Update dialog boxes and click Update Now.
  3. If an update is available, apply it now.
  4. Exit and restart Quicken.
For more information, see http://www.intuit.com/support/quicken/updates/.
STEP B. BACK UP YOUR CURRENT QUICKEN DATA
From the Quicken File menu, choose Backup, enter information, as needed in the Quicken Backup dialog boxes, and then click OK.

Do not restore to any earlier backups after you complete these instructions.
STEP C. DEACTIVATE YOUR ACCOUNTS
  1. Open the register for the first account at Agriculture Federal Credit Union
  2. Click the Overview tab.
  3. Before you continue, it is important that you record your account information. From this window you will see your Account Number, Routing Number, and Customer ID. Write this information down so you have it later, or choose File, Print Overview.
  4. In the Account Attributes area, click Change Online Services.
  5. Click Remove from One Step Update in the One Step Update.
  6. Click Yes when the "Would you like to deactivate this service?" message appears
  7. Click Yes to continue and then OK
  8. Repeat steps 1-7 for all accounts enabled for online access.
  9. To ensure all online accounts have been disabled, go to the Tools menu, Account List and verify the word 'Activated' does not appear in the Online Services column for all your Agriculture Federal Credit Union accounts. Close this screen by clicking the 'X' on the top right corner of this page.
STEP D. REACTIVATE YOUR ACCOUNT(S)
  1. Open the register for the first account at Agriculture Federal Credit Union
  2. Click the Overview tab
  3. In the account attributes area, click Change Online Services.
  4. Click the Online Services tab.
  5. To activate Transaction Download, click Activate One Step Update in the One Step Update area.
  6. Enter the Direct Connect User ID and PIN and click Next. Follow the instructions to match the existing account and add new accounts, as applicable.
  7. Repeat steps 1-6 until all Agriculture Federal Credit Union accounts have been activated.
If you use the Quicken PIN Vault, update it now.
If you use the Quicken PIN Vault, you will need to re-add your PIN for Agriculture Federal Credit Union.
  1. From the Quicken Online menu, choose Password Vault and then choose Edit.
  2. In the PIN Vault Password dialog box, enter your PIN Vault Password and then click OK.
  3. Select the User ID at Agriculture Federal Credit Union and click Add Password
  4. In the "Add a Password" dialog box, enter your Agriculture Federal Credit Union PIN, re-enter your Agriculture Federal Credit Union PIN, and then click Add.
  5. Click Done.
STEP E. GO ONLINE
  1. From the Quicken Online menu, choose Online Center.
  2. In the Online Center window, click Update/Send.
  3. Click Update Now to continue and then wait until your online session is completed

 

Quicken Windows 2004 - 2006 Instructions
STEP A. INSTALL THE LATEST QUICKEN UPDATE
Follow the steps in this section to determine if a Quicken update is available and to download the update.
  1. From the Quicken Online menu, choose One Step Update.
  2. Uncheck all options in the One Step Update dialog boxes and click Update Now.
  3. If an update is available, apply it now.
  4. Exit and restart Quicken.
For more information, see http://www.intuit.com/support/quicken/updates/.
STEP B. BACK UP YOUR CURRENT QUICKEN DATA
From the Quicken File menu, choose Backup, enter information, as needed in the Quicken Backup dialog boxes, and then click OK.

Do not restore to any earlier backups after you complete these instructions.
STEP C. DEACTIVATE YOUR ACCOUNTS
  1. Open the register for the first account at Agriculture Federal Credit Union
  2. Click the Overview tab.
  3. Before you continue, it is important that you record your account information. From this window you will see your Account Number, Routing Number, and Customer ID. Write this information down so you have it later, or choose File, Print Overview (2006/2005) or Print Page (2004).
  4. In the Account Attributes area, click Change Online Services.
  5. Click Deactivate in the Transaction Download area and then click Yes in the pop-up dialog box to confirm.
  6. You will receive the message: "You are about to delete setup information for an online account." Click OK. Click OK again.
  7. Repeat steps 1-5 for all accounts enabled for online access.
  8. To ensure all online accounts have been disabled, go to the Tools menu, Account List and verify the word 'Activated' does not appear in the Online Services column for all your Agriculture Federal Credit Union accounts. Close this screen by clicking the 'X' on the top right corner of this page.
STEP D. REACTIVATE YOUR ACCOUNT(S)
  1. Open the register for the first account at Agriculture Federal Credit Union
  2. Click the Overview tab
  3. In the account attributes area, click Edit Account Details.
  4. Click the Online Services tab.
  5. 5. To activate Transaction Download, click Activate in the Transaction Download area. Enter the Direct Connect User ID and PIN and click Next. Follow the in-screen instructions to match the existing account and add new accounts, as applicable.
  6. Repeat steps 1-5 until all Agriculture Federal Credit Union accounts have been activated.
If you use the Quicken PIN Vault, update it now.
If you use the Quicken PIN Vault, you will need to re-add your PIN for Agriculture Federal Credit Union.
  1. From the Quicken Online menu, choose PIN Vault and then choose Edit.
  2. Select your first account at Agriculture Federal Credit Union by clicking the account number.
  3. Click Add PIN.
  4. In the Change A PIN dialog box, enter your Agriculture Federal Credit Union PIN, re-enter your Agriculture Federal Credit Union PIN, and then click Add.
  5. Click Done.
  6. Repeat steps 3 - 6 for each account at Agriculture Federal Credit Union
STEP E. GO ONLINE
  1. From the Quicken Cash Flow menu, choose Online Center.
  2. In the Online Center window, click Update/Send.
  3. Click Update Now to continue and then wait until your online session is completed

 

Quicken MAC 2007 Instructions
STEP A. INSTALL THE LATEST QUICKEN 2007 UPDATE
Follow the steps in this section to determine if a Quicken update is available and to download the update.
  1. From the Quicken 2007 menu, choose Check for Updates.
  2. If an update is available, you will be prompted to go to http://www.intuit.com/support/quicken/updates and follow the instructions to update to the latest version of Quicken.
  3. Quit and restart Quicken.
For more information, see http://www.intuit.com/support/quicken/updates/.
STEP B. BACK UP YOUR CURRENT QUICKEN DATA
From the File menu, choose Save a Copy, and then click OK.
STEP C. DEACTIVATE YOUR ACCOUNTS
Note: All transactions must be accepted in the account register before accounts can be deactivated.
  1. From the Lists menu, select Accounts.
  2. Select the account you want to disable and click Edit. This will open the Edit Account sheet.
  3. In the Download transactions dropdown menu, select not enabled. You will receive the message: "You are about to disable online services for this account within Quicken." Click OK.
  4. To save these changes click OK at the bottom of the Edit Account sheet.
  5. Repeat steps 1-4 for all accounts you have enabled for online access.
  6. To ensure all your online accounts have been disabled, go to the Lists menu, select Accounts and verify the blue globe does not appear next to any of your accounts.
  7. Close and reopen Quicken MAC.
STEP D. REACTIVATE YOUR ACCOUNT(S)
  1. From the Lists menu, select Accounts.
  2. Select the account you just disabled and click Edit. This will open the Edit Account sheet.
  3. Select using direct connect in the Download transactions dropdown menu.
  4. Click OK to save your changes to this account.
  5. Repeat steps 1-6 for every account.
If you use the Quicken PIN Vault, you will need to update your Agriculture Federal Credit Union PIN.
  1. From the Quicken Online menu, choose PIN Vault.
  2. In the PIN Vault tab, select Agriculture Federal Credit Union and click Edit.
  3. In the Change PIN sheet, enter your Agriculture Federal Credit Union PIN, and re-enter your Agriculture Federal Credit Union PIN, and then click OK.
STEP E. GO ONLINE
  1. From the Quicken Online menu, choose One Step Update.
  2. Click on Enter PIN.
  3. Enter the Direct Connect PIN and click OK and then Update Now

 

Quicken MAC 2005-2006 Instructions
STEP A. INSTALL THE LATEST QUICKEN 2005/2006 UPDATE
  1. From the Quicken 2005/2006 menu, choose Check for Updates.
  2. If an update is available, you will be prompted to go to http://www.intuit.com/support/quicken/updates and follow the instructions to update to the latest version of Quicken.
  3. Quit and restart Quicken.
STEP B. BACK UP YOUR CURRENT QUICKEN DATA
From the File menu, choose Save a Copy, and then click OK.
STEP C. DEACTIVATE YOUR ACCOUNTS
Note: All transactions must be accepted in the account register before accounts can be deactivated.
  1. From the Lists menu, select Accounts.
  2. Select the account you want to disable and click Edit. This will open the Edit Account sheet.
  3. In the Download transactions popup, select not enabled. You will receive the message: "You are about to disable online services for this account within Quicken." Click OK.
  4. To save these changes click OK at the bottom of the Edit Account sheet.
  5. Repeat steps 1-4 for all accounts you have enabled for online access.
  6. To ensure all your online accounts have been disabled, go to the Lists menu, select Accounts and verify the blue globe does not appear next to any of your accounts.
  7. Close and reopen Quicken MAC.
STEP D. REACTIVATE YOUR ACCOUNT(S)
  1. From the Lists menu, select Accounts.
  2. Select the account you just disabled and click Edit. This will open the Edit Account sheet.
  3. Select using direct connect in the Download transactions dropdown menu.
  4. Click OK to save your changes to this account.
  5. Repeat steps 1-6 for every account.
If you use the Quicken PIN Vault, you will need to update your Agriculture Federal Credit Union PIN.
  1. From the Quicken Online menu, choose PIN Vault.
  2. In the PIN Vault tab, select Agriculture Federal Credit Union and click Edit.
  3. In the Change PIN sheet, enter your Agriculture Federal Credit Union PIN, and re-enter your Agriculture Federal Credit Union PIN, and then click OK.
STEP E. GO ONLINE
  1. From the Quicken Online menu, choose Download Transactions. Make sure that Agriculture Federal Credit Union is selected from the Financial Institution popup.
  2. Click Download and enter your Direct Connect PIN when prompted.

 

Quicken MAC 2004 Instructions
STEP A. INSTALL THE LATEST QUICKEN® 2004 UPDATE
From the File menu choose Check for Updates. If there is an update available, you will be prompted to go to http://www.intuit.com/support/quicken/updates and follow the step-by-step instructions to update to the latest version of Quicken 2004.
STEP B. BACK UP YOUR CURRENT QUICKEN DATA
Quicken MAC software comes preset to download your data file every time the software is closed. When you choose Quit from the File menu, Quicken automatically saves a backup copy of your current data file and puts it in the folder if your choice.

To access the backup folder Go to the File drop down menu and click Open Backup.

To change a backup settings using OS X:
  1. Choose Preferences from the Quicken menu
  2. Scroll down the list of preferences on the left until you see Security; Select the File Backup option.
  3. Click Automatically backup my data file when closing to select or clear check box, as appropriate
  4. To change the folder where the backup copy is saved, click Choose
  5. Click OK.
NOTE: To change a backup setting using OS 9.x choose preferences from Quicken Edit menu.
STEP C. DEACTIVATE YOUR ACCOUNTS
All transactions must be accepted in the account register before accounts can be deactivated.
  1. From the Lists menu, select Accounts.
  2. Select the first account at Agriculture Federal Credit Union and click Edit.
  3. Click the Edit Online Access button.
  4. Quicken will connect to the Internet and update the information it has about your financial institution. Note: if you are on a dialup connection this may take a few minutes.
  5. Once the information is updated, the Account review panel of the Quicken Assistant will open. Write down the account number and routing number. It will be needed to reconnect the account.
  6. On the Account review panel click the Direct connect link to the right of Statement download. Quicken automatically opens the Choose Services panel of the Assistant. Deselect the Download statements.
  7. Quicken displays a warning "You are about to delete setup information…."
  8. Click OK and then the Return to Review button in the lower left.
  9. Click Continue and then Done.
  10. Repeat steps 2 - 9 until all Agriculture Federal Credit Union accounts have been disabled.
STEP D. REACTIVATE YOUR ACCOUNT(S)
  1. From the Lists menu, select Accounts.
  2. Select the account you want to re-enable for online services and click Edit.
  3. Click the Enable Online Access button. This will open the Set up Online Services Assistant.
  4. Click Continue.
  5. Select the appropriate account from the pop-up menu and click Continue.
  6. Scroll down the list to Agriculture Federal Credit Union. Select Agriculture Federal Credit Union and click Continue.
  7. Quicken will connect to the Internet and update the information it has about your financial institution. Select the online services you would like to use and click Continue.
  8. Quicken will ask if you have received your customer ID and PIN. Click Yes and then Continue.
  9. Enter your Customer ID, Routing number, and Account number and click Continue.
  10. Review your online account information and click Continue and then Done.
  11. Repeat steps 2 - 10 for each account at Agriculture Federal Credit Union.
STEP E. GO ONLINE
  1. From the Online menu select Download Transactions.
  2. Select Agriculture Federal Credit Union and click Get Online Data. Quicken will retrieve the latest transactions for all accounts enabled for online services with Agriculture Federal Credit Union
  3. Enter the PIN.
  4. Click OK to get your data.

 

  
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