1 / 13

Quicken Directions For Non-Migrated Members

In this presentation we describe some directions for the non-migrated members. In this presentation we describe three directions for the account of the non-migrated members. hope this presentation will helpful for you. For more presentation you will follow us.

techspeedy
Télécharger la présentation

Quicken Directions For Non-Migrated Members

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Quicken Directions for Non-Migrated Members By:-TechSpeedy

  2. STEP-1 • -> Within Quicken, click on Tools and then Account List. • STEP-2 • -> Click the gray Edit button to bring up the Account Details screen. Deactivate Accounts

  3. STEP-3 • -> Click on the Online Services tab and select Deactivate

  4. STEP-4 • -> Return to the General tab and delete information in the Account Number and Financial Institution fields. • STEP-5 • -> Repeat for all Navy Federal accounts within Quicken-even Hidden accounts.

  5. Direct Connect Download of Transactions – These steps may be performed immediately following the Deactivation steps. • STEP-1 • -> Within Quicken, click on Tools and then Account List. • STEP-2 • -> Click the gray Edit button to bring up the Account Details screen.

  6. STEP-3 • -> Click on the Online Services tab and select either Set Up or Activate One Step Update.

  7. STEP-4 • -> Enter the Name of Your Bank. Type in Navy Federal Credit Union-old.

  8. STEP-5 • -> Select Navy Federal Credit Union-old. Then enter the log-in credentials as prompted: • Navy Federal Credit Union- old User ID/User Name = access number • Navy Federal Credit Union- old password = User ID • Navy Federal Credit Union- old requires that you enter more information in order to • connect = NFOAA password

  9. STEP-6 • -> Once completed, this screen should appear: • STEP-7 • -> Then select “Link – to existing Quicken account” and select the corresponding account. • Once all accounts are linked, select Next. Click Finish when prompted

  10. Manual Download of Transactions - If the Direct Connect method is unsuccessful • STEP-1 • -> Deactivating the accounts within Quicken and then logging into Navy Federal. (Using Internet Explorer if possible) • STEP-2 • -> Select an account within Navy Federal and select Download History.

  11. STEP-3 • -> Click on Submit and then the green arrow next to Web Connect.

  12. STEP-4 • -> The following box will automatically populate within Quicken: • STEP-5 • -> Select which existing account to link to, and then select Import. The transactions will download within Quicken.

  13. Contact Us Website = www.techspeedy.us Contact No. = +1-844-879-3982 Address =6368 S. 80th E. Ave, Tulsa OK Follow Us On FACEBOOK TWITTER GOOGLE+

More Related