For Quicken Users
Quicken Instruction Guides
Some Helpful Tips
The following hints may be helpful if you are unable to establish a connection to your account from Quicken.
- It's always a good idea to make a backup of your data file before making any changes. We recommend you do so before following one of the options for Quicken listed above.
- Follow the procedures to back up your Quicken data file and perform a One Step Update using your current online system.
Please call (808) 627-6900 if you have questions.