Web Connect is a connection method in which the transaction download is initiated by visiting the financial institution's website and downloading the file containing the transaction Web Connect files require access to online services in order to validate the file and the transactions for security purposes.
Quicken® for Mac 2015-2017 Treasury Management Instructions - Web Connect As American National Bank of Texas completes its system updates to you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive. To complete these instructions, you will need your Online ID and Password.
It is important that you perform the following instructions exactly as described and in the order presented to ensure proper connectivity. Thank you for following these important changes! Procedures Task 1: Preparation. Perform a final download for each account and accept all new transactions into the appropriate registers before 6:00 p.m. April 9, 2018.
Backup your data file. For instructions to back up your data file, choose Help menu Search. Search for Backing Up, select Backing up data files, and follow the instructions. Task 2: Connect to American National Bank of Texas for final download before April 9, 2018. Select your account under the Accounts list on the left side. Choose Accounts menu Update Selected Online Account.
Sign in to online banking and download transactions for an account. Import the transactions. Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing. Task 3: Connect Accounts at American National Bank of Texas on or after April 9, 2018. Select your account under the Accounts list on the left side. Choose Accounts menu Settings. Select Set up transaction download.
Enter at American National Bank of Texas in the Search field, select the name in the Results list and click Continue. Log in to www.anbtx.com. Download a file of your transactions to your computer. NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
Drag and drop the downloaded file into the box Drop download file. NOTE: Select “Web Connect” for the “Connection Type” if prompted. In the “ Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “ Link” to pick your existing account. IMPORTANT: Do NOT select “ADD” under the action column unless you intend to add a new account to Quicken. Click Finish.
Repeat steps for each account to be connected Thank you for making these important changes!