- August 14, 2018
- Posted by: admin
- Category: Quicken Support
Quicken is a type of accounting software financing system. Quicken software contains the investments tracking, banking transactions recording, budget planning, planning for financial activities, measuring progress and performance.
People can edit or modify their finance and also develop their tax planning. It helps to manage or maintain the financial system of your account. In this software, bank accounts are connected for control or modify the finance.
If you want to know about that How to connect Quicken with your personal bank account. But firstly you want an access code for connecting your bank account in Quicken. Then follow these steps for generating the access code for Quicken.
Generate access code
Step 1: Open your bank account website from your browser and log in into your account.
Step 2: After this, you have to select the view account option from your bank account and search for the account service.
Step 3: Now select the account service and click on the setting option.
Step 4: After this select this step and click on the get the access code and wait for the new page in your web browser.
Step 5: Now you can see the account access code tab and you put your password on the filling box for connecting with the Quicken account.
Step 6: After this, you can see your Quicken access code and copy this code.
Connect Quicken with your bank account
If you want to connect your Quicken account with your bank account then follow all the steps. All steps help you for connecting the account.
Step 1: Open the quicken website on your web browser and login your account.
Step 2: After this, you have to Click on the account and select the “Add Account” option.
Step 3: Then the new page is open in the front of you. Now you can see a type of CAF in your front.
Step 4: Fill all the details correctly. Mistakes of name and account number are not allowed to connect the Quicken with your bank account. Click next for the new page if all options or boxes you filled.
Step 5: After this, you can see 12 numbers in a box. This box asks for your account number. So be alert in this step because in this box you have to put your access code and click done option.
Step 6: Wait for the server response because it takes some extra time to connect quicken with your bank. If all details are correct then after sometime it automatically connected with your bank.
After connected you can view all your bank statements. You can pay your bills or handle other online payments. Quicken helps you to pay and maintains your income tax. You can send or maintained all the transactions. All your transactions are in your under control. Sometimes people face some technical issue in the Quicken account. If you face any type of issue when you connect Quicken with your personal bank account then you can easily communicate with quicken support executives. They are always ready for your help.