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Overview

Web Connect is a connection method in which the transaction download is initiated past visiting the financial institution's website and downloading the file containing the transaction information (known equally a QFX file) direct from there.

This is different from Express Web Connect, in which Quicken connects to the financial institution'south website and downloads the transactions for yous. For more information on the different connection methods in Quicken, see Connection Types in Quicken for Windows.

Important: Web Connect files require access to online services in gild to validate the file and the transactions for security purposes. If your subscription has expired, or you are using an unsupported version of Quicken, yous cannot download a Web Connect file. For the list of supported Quicken products,click here.

If yous need steps to activate a Spider web Connect account, click here.  If you're having trouble using Web Connect in Quicken, check the post-obit items earlier taking other troubleshooting steps:

First, verify a few things:

• That your bank supports a Quicken Web Connect download. If the fiscal establishment no longer supports Web Connect in Quicken, the file cannot be authorized when importing.
• That you lot are downloading a Quicken Financial Commutation (QFX) format file.

Notation: Simply a QFX file will allow you to download transactions from checking, savings, credit carte, brokerage or retirement accounts; QIF files volition not work with Web Connect in Quicken.

Locate the correct file to download

While the steps to download a Web Connect file (QFX) are adequately elementary, navigating through the financial institution'due south website to locate the file can be hard. Here are some tips:

1. After signing into the financial institution's website, look for a link titled Download or Export. The exact wording may vary.
   
   • In some cases, the link will instead be a clickable symbol for downloading. Encounter the examples below:

• Sometimes the Download button or link will only appear if you are viewing an business relationship (vs. the main listing of accounts or account overview).

2. Once you have navigated to the download page, most banks will take settings you will need to configure earlier starting the download. Like to the sample below. Make sure to select the Quicken format and arrange for the dates you want to download.

• Sometimes, depending on the web browser being used and the settings, the Spider web Connect file has downloaded simply isn't automatically opening in Quicken. At that place may be an icon or button that needs to exist clicked first to continue the process, such equally the ones below:

Windows Troubleshooting

If the file downloads simply then doesn't open in Quicken

You may need to find the QFX file on your computer and open it for it to load the transactions in Quicken. The default download location for QFX files is the Downloads binder.

• In Windows 10, the Downloads folder can be accessed past correct-clicking the Showtime menu and selecting the File Explorer. In the File Explorer, select the Downloads folder in the left panel. The file will have the .qfx extension. Select the one that matches the date and time you completed the download from the bank'south website.

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• You tin likewise import the QFX file from inside the program. In Quicken, go to File > File Import > Web Connect (.QFX) File.... Select theDownloads folder in the left console. The file will take the .qfx extension. Select the one that matches the date and time y'all completed the download from the bank's website.

Be certain the QFX file clan is correct

Windows uses file associations to identify which program should handle a type of file. If your file association is incorrect or damaged, y'all might not exist able to consummate a Web Connect online banking session.

To reset file associations:

1. Click theKickoff push and select theControl Panel. In Windows x, the Control Panel is located in theWindows System folder in theBeginning menu.
2. Select Programs > Default Programs > Associate a file blazon or protocol with a plan.
3. Ringlet down the list of file types and click on QFX.
4. Select Alter Programme.
5. Select Quicken (or QuickenWindow), and then click OK.
6. Attempt to download transactions with Web Connect again.

If you are seeing an OL-221 error

This fault may be caused by your system appointment and time settings.

To adjust these settings in Windows:

1. Click the Startbutton, and so clickCommand Panel. In Windows x, theControl Panel is located in theWindows System binder in theStart menu.
2. ClickClock, Language, and Regional, and and then clickDate and Time.
3. ClickChangeEngagement and Fourth dimension to set up the correct time and date settings.

If you are still receiving this error after adjusting the appointment and time settings, this could betoken an result with the QFX file itself. Yous volition demand to contact your depository financial institution to resolve this consequence.

Mac Troubleshooting

If the file downloads but then doesn't open up in Quicken

You may need to detect the QFX file on your reckoner and open up it for it to load the transactions in Quicken. The default download location for QFX files is the Downloads folder.

• In macOS,the Downloads folder can be accessed through Finder. In Finder, select theDownloads folder in the left console. The file will have the .qfx extension. Select the one that matches the appointment and fourth dimension yous completed the download from the bank's website.

• Yous can likewise import the QFX file from inside the program. In Quicken, become to File > Import > Bank or Brokerage File (OFX, QFX).... Select theDownloads folder in the left panel. The file will have the .qfx extension. Select the ane that matches the date and time y'all completed the download from the banking concern's website.

Additional Troubleshooting

If the downloaded QFX file is empty (no new transactions, 0KB file size, duplicate or missing transactions), this is an event that tin only be addressed by your financial institution as they are the ones providing the file.

If you are seeing an EWC-DC Mismatch message, you tin can find more data here.

If the issue persists

If the steps above do non resolve the issue, delight contact Quicken Support.

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Source: https://www.quicken.com/support/web-connect-troubleshooting

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