FirstLight Federal Credit Union

Quicken

Please contact FirstLight at (915) 562-1172 to obtain your Direct Connect password.

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions.

2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Update Software and follow the instructions.

Task 2: Connect to FirstLight for a final download by 7/12/2016

1. Download your Quicken Web Connect file from http://www.firstlightfcu.org.

2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.

3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.

4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.

Task 3: Deactivate Your Account(s) At FirstLight on or after 7/12/2016

1. Choose Tools menu > Account List.

2. Click the Edit button of the account you want to deactivate.

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

4. Click Deactivate. Follow the prompts to confirm the deactivation.

5. Click on the General tab.

6. Remove the financial institution name and account number. Click OK to close the window.

7. Repeat steps for each account you wish to deactivate.

Task 4: Re-activate Your Account(s) at FirstLight - NEW on or after 7/12/2016

1. Choose Tools menu > Account List.

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

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

4. Click Set up Now.

5. Use Advanced Setup to activate your account.

6. Enter FirstLight - NEW and click Next.

7. If presented with the Select Connection Method screen, select Direct Connect.

8. Type your Direct Connect User ID and Password and click Connect.

9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

IMPORTANT: Do NOT select Add to Quicken unless you want to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.

10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.

11. Click Done or Finish.

Thank you for making these important changes!