{"id":4274,"date":"2025-01-24T05:44:25","date_gmt":"2025-01-24T05:44:25","guid":{"rendered":"https:\/\/www.wallisbank.com\/?page_id=4274"},"modified":"2025-01-24T05:44:25","modified_gmt":"2025-01-24T05:44:25","slug":"online-and-mobile-banking-quicken-migration","status":"publish","type":"page","link":"https:\/\/wallisbank.com\/staging\/online-and-mobile-banking-quicken-migration\/","title":{"rendered":"Online & Mobile Banking Quicken Migration"},"content":{"rendered":"

What’s Happening<\/h3>\n

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.<\/p>\n

On Monday, January 27, 2025<\/h4>\n
    \n
  1. Backup Quicken Windows Data File and Update.\n
      \n
    1. Choose File > Backup and Restore > Backup Quicken File<\/span>.<\/li>\n
    2. Download the latest Quicken Update. Choose Help > Check for Updates<\/span>.<\/li>\n<\/ol>\n<\/li>\n
    3. Complete a final transaction download.\n
        \n
      1. Complete last transaction update before the change to get all of your transaction history up to date.<\/li>\n
      2. Repeat this step for each account you need to update.<\/li>\n
      3. Accept all new transactions into the appropriate registers. <\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

        On Wednesday, January 29, 2025<\/h4>\n
          \n
        1. Deactivate online banking connection for accounts connected to Wallis Bank.\n
            \n
          1. Choose Tools > Account List<\/span>. <\/li>\n
          2. Click Edit<\/span> on the account to deactivate. <\/li>\n
          3. In Account Details, click Online Services<\/span>.<\/li>\n
          4. Click Deactivate<\/span>. Follow prompts to confirm deactivation. <\/li>\n
          5. Click the General<\/span> tab. <\/li>\n
          6. Delete Financial Institution and Account Number information. <\/li>\n
          7. Click OK<\/span to close window. <\/li>\n
          8. Repeat steps for any additional accounts.<\/li>\n<\/ol>\n<\/li>\n
          9. Reconnect online banking connection for accounts that apply.\n
              \n
            1. Download a Quicken Web Connect file from your financial institution\u2019s online banking site. <\/li>\n
            2. In Quicken, choose File > File Import > Web Connect (.QFX) File<\/span>.<\/li>\n
            3. Use the import dialog to select the Web Connect file you downloaded. An \u201cImport Downloaded Transactions\u201d window opens.<\/li>\n
            4. Choose Link to an existing account<\/span>. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken. <\/li>\n
            5. Repeat this step for each account you have connected to this institution.<\/li>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

              What’s Happening On January 27, 2025, Wallis Bank will start upgrading its consumer Online & Mobile Banking applications to a […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/home-temp.php","meta":{"_acf_changed":false,"_seopress_robots_primary_cat":"","_seopress_titles_title":"Online & Mobile Banking Quicken Migration | Wallis Bank","_seopress_titles_desc":"As part of Wallis Bank's Online & Mobile Banking upgrade, you may have to update your Quicken configuration.","_seopress_robots_index":"","footnotes":""},"categories":[],"class_list":["post-4274","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/pages\/4274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/comments?post=4274"}],"version-history":[{"count":12,"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/pages\/4274\/revisions"}],"predecessor-version":[{"id":4286,"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/pages\/4274\/revisions\/4286"}],"wp:attachment":[{"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/media?parent=4274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wallisbank.com\/staging\/wp-json\/wp\/v2\/categories?post=4274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}