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To complete these instructions, you will need your User ID and Password for Gulf Coast Bank. Please reference the dates next to each task as this information is time sensitive. You will receive confirmation that your accounts have been added.Īs Gulf Coast completes its system conversion, you will need to modify your QuickBooks Online Edition settings to ensure the smooth transition of your data. After all accounts have been matched, click Next.

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If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.) (Important: Do NOT select Add to Quicken unless you intend to add a new account to Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu. Ensure you associate the account to the appropriate account already listed in Quicken.(Note: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.) If presented with the Select Connection Method screen, select Express Web Connect.Enter Gulf Coast Bank and Trust in the search field, select the name in the list and click Next.

Use Advanced Setup to activate your account.

In the Account Details dialog, click the Online Services tab.

Click the Edit button of the account you want to activate.

Step 3: Reconnect Accounts to Gulf Coast on or after October 25

Remove the financial institution name and account number.

Follow the prompts to confirm the deactivation. In the Account Details dialog, click on the Online Services tab.Click the Edit button of the account you want to deactivate.Step 2: Disconnect Accounts at Gulf Coast on or after October 20

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Search for Update Software and follow the instructions. For instructions to download an update, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions. For instructions to back up your data file, choose Help menu > Quicken Help. (Express Web Connect uses the same User ID and Password as your financial institution’s website.)

To complete these instructions, you will need your User ID and Password for each Financial Institution.

(Important: Do NOT select “ADD” under the action column.) Under the Action column, select “Link” to pick your existing account.

In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken.

(NOTE: Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted.)

If the bank requires extra information, enter it to continue.

Enter your User Id and Password and click Continue.

Enter Gulf Coast Bank and Trust in the Search field, select the name in the Results list and click Continue.

Step 3: Reconnect Accounts to Gulf Coast on or after October 25

Repeat steps for each account to be disconnected.

Select Troubleshooting > Deactivate Downloads.

Select your account under the Accounts list on the left side.

Step 2: Disconnect Accounts at Gulf Coast on or after October 20 Search for Updates, select “Check for Updates,” and follow the instructions. For instructions to download an update, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions. For instructions to back up your data file, choose Help menu > Search. This conversion should take 15–30 minutes. If you do not, your online banking connectivity may stop functioning properly. You should perform the following instructions exactly as described and in the order presented. (Quicken Express Web Connect uses the same User ID and Password as your financial institution’s website.)

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For additional support in using Quickbooks, please use their customer support services.Ĭonversion Instructions for Quicken for Mac 2015-2017Ĭonversion Instructions for Quicken for Windows.For additional support in using Quicken, please use their customer support services.Please reference the dates next to each task as this information is time sensitive, and thank you for your patience during these changes! As Gulf Coast Bank completes our system conversion to a new Digital Banking Solution, you will need to modify your Quicken and Quickbooks settings to ensure the smooth transition.