Instructions for Quicken® users

By November 1, 2024 11:59 PM EST:

Backup your files

1. Backup Quicken Windows Data File and Update.
   1. Choose File > Backup or Copy File > Create a complete backup.
   2. Download the latest Quicken Update. Choose Help > Check for Updates.
2. Complete a final transaction download to retrieve your up-to-date transaction history.
3. Accept all new transactions into the appropriate registers (required).
4. Repeat this step for each account you need to update.

On or after November 5, 2024 12:00 PM EST:

Deactivate your Citizens One Credit Card account in Quicken

Deactivate the connections for accounts connected to Citizens One Credit Card.

1. Choose Tools > Account List.
2. Click Edit on the account to deactivate.
3. In the Account Details, click Online Services.
4. Click Deactivate. Follow prompts to confirm deactivation.
5. Click the General tab.
6. Delete Financial Institution and Account Number information.
7. Type yes to confirm.
8. Click OK to close window.
9. Repeat steps for any additional accounts that apply.

Reactivate your Citizens Credit Card account in Quicken

To reactivate account(s) using Web Connect:

1. Download a Quicken Web Connect file from the Credit Card Online website.
2. In Quicken, choose File > File Import > Web Connect (.QFX) File.
3. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
4. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken. Click Import.
5. Repeat this step for each account you have connected to this institution.

By November 1, 2024 11:59 PM EST:

Backup your files

1. Backup Quicken MAC Data File and Update.
   1. Choose File > Save a Backup.
   2. Download the latest Quicken Update. Choose Quicken > Check for Updates.
2. Complete a final transaction download to retrieve your up-to-date transaction history.
3. Accept all new transactions into the appropriate registers (required).
4. Repeat this step for each account you need to update.

On or after November 5, 2024 12:00 PM EST:

Deactivate your Citizens One Credit Card account in Quicken

Deactivate the connections for accounts connected to Citizens One Credit Card.

1. Choose Tools > Account List.
2. Click Edit on the account to deactivate.
3. In Account Details, click Online Services.
4. Click Deactivate. Follow prompts to confirm deactivation.
5. Click the General tab.
6. Delete Financial Institution and Account Number information.
7. Click OK to close window.
8. Repeat steps for any additional accounts.

Reactivate your Citizens Credit Card account in Quicken

To reactivate account(s) using Web Connect:

1. Select your account under the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter your financial institution name in the search field, select the correct option and click Continue.
5. Log into the Credit Card Online website and download your transactions to your computer. Important: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
6. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted.
7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click Link to pick your existing account. Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
8. Click Finish.