Online & Mobile Banking Quicken Migration

What’s Happening

On January 27, 2025, Wallis Bank will start upgrading its consumer Online & Mobile Banking applications to a new platform. If you currently download your transaction history via Quicken Web Connect (i.e. a QFX file format), you must follow the instructions below to ensure your Quicken Web Connect integration is properly migrated for the upgraded services.

On Monday, January 27, 2025

1. Backup Quicken Windows Data File and Update.
   1. Choose File > Backup and Restore > Backup Quicken File.
   2. Download the latest Quicken Update. Choose Help > Check for Updates.
2. Complete a final transaction download.
   1. Complete last transaction update before the change to get all of your transaction history up to date.
   2. Repeat this step for each account you need to update.
   3. Accept all new transactions into the appropriate registers.

On Wednesday, January 29, 2025

1. Deactivate online banking connection for accounts connected to Wallis Bank.
   1. Choose Tools > Account List.
   2. Click Edit on the account to deactivate.
   3. In Account Details, click Online Services.
   4. Click Deactivate. Follow prompts to confirm deactivation.
   5. Click the General tab.
   6. Delete Financial Institution and Account Number information.
   7. Click OK
   8. Repeat steps for any additional accounts.
2. Reconnect online banking connection for accounts that apply.
   1. Download a Quicken Web Connect file from your financial institution’s online banking site.
   2. In Quicken, choose File > File Import > Web Connect (.QFX) File.
   3. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
   4. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
   5. Repeat this step for each account you have connected to this institution.