 |
|
|
|
|
|
|
With the use of Alpine Online you are able to download the past 90 days of account transactions* into your Quicken register. Find downloading instructions below specific to the Quicken version installed on your computer.
Alpine Bank now offers Direct Connect to download account information into Quicken®, the easiest way to organize your personal finances. Instructions to download using Direct Connect for PC and/or Mac are below:
| Important Information about Quicken 2003 |
To ensure that Quicken bring you the best possible products and customer service, it is necessary, as they move towards improving their products, services, and security, that the makers of Quicken retire older versions of software.
If you use Quicken version 2003 or older, these versions have been retired and are not longer supported by Quicken. If you wish to continue utilizing online banking within Quicken it will be necessary for you to upgrade your Quicken software to a newer version.
Update your Quicken software here: www.shop.intuit.com |
|
| Downloading Into Quicken 2004, 2005, & 2006 using Web Connect |
Before you can download transactions into Quicken, you must register your Quicken software.
Setting up your accounts within Quicken- Select 'Go To Cash Flow Center' from the 'Cash Flow' menu.
- From the 'My Data' tab, click 'Add Account'.
- Follow the instructions to create a new account within Quicken.
- You will be directed to the Alpine Online login page to log into Alpine Online. Enter your Alpine Online ID and Password and click 'Submit'.
- From the 'Connect to Alpine Online to download' instructions below, follow steps 5 - 13.
Connect to Alpine Online to download
Follow these steps if your accounts are already set up within Quicken to download.- Choose 'Online Center, from the 'Online' menu.
- From the Financial Institution list, select Alpine Bank.
- Click Update/Send.
- You will be directed to the Alpine Online login page to log into Alpine Online. Enter your Alpine Online ID and Password and click 'Submit'.
- Once you have successfully logged into Alpine Online, choose 'Download' from the 'Select Activity' drop down menu located to the right of your account.
- Once at the download screen, select the account that you wish to download from.
- Select the range of transactions to download.
- Select the format - Quicken uses 'Open Financial Exchange (.QFX - for Intuit Quicken)'.
- Click 'Submit'.
- You will be directed to a screen where you can download your transactions. Click on the link to download transactions into Quicken.
- Once you click on the link, you should see a box named 'QDATA (download transactions results). From here you may have to tell the download where to go. If so, you can choose to use an existing account within Quicken or you can create a new account within Quicken. Choose the account and select Continue.
- You will get confirmation that your 'Web connect data has been successfully downloaded into Quicken'. Click 'OK'.
- You will be directed to your Quicken register to accept the transactions.
|
|
| Alternate Import Download Method (all newer versions) |
Use the import method if you are having troubles with your download or wish to store your transaction download to your computer to import into Quicken at a later time.- From www.alpinebank.com, log into Alpine Online with your ID and Password.
- Once you have successfully logged into Alpine Online, choose 'Download' from the 'Select Activity' drop down menu located to the right of your account.
- Once at the download screen, select the account that you wish to download from.
- Select the range of transactions to download.
- Select the format - Quicken uses 'Open Financial Exchange (.QFX - for Intuit Quicken)'.
- Click 'Submit'.
- You will be directed to a screen where you can download your transactions. Right click* on the link and choose 'Save target as' to save your transaction download to your computer to be imported into Quicken.
- Save the download file to a directory/folder on your computer that will be easy to retrieve at a later time and select 'Save'.
- Open Quicken when you are ready to import your transaction download. From the 'File' menu, choose 'Import', then choose 'Web Connect File'.
- Locate the Quicken transaction download file you saved to your computer and select 'Open'. From here you may have to tell the download where to go. If so, you can choose to use an existing account within Quicken or you can create a new account within Quicken. Choose the account and select Continue.
- You will get confirmation that your 'Web connect data has been successfully downloaded into Quicken'. Click 'OK'.
- You will be directed to your Quicken register to accept the transactions.
*Macintosh users will not be able to right click. To save the transactions download file to your computer, hold down the 'Ctrl' key while clicking on the link.
|
|
*Transactions posted to your account on the current business day will not download as they are in a memo-post status and have not gone through our nightly processing. Only transactions that have gone through our nightly processing can be downloaded.
Quicken is a registered trademark of Intuit Inc.
Need further assistance? Contact Us.
|
|
|
|
|
|
|
Print Version