Quicken Update Instructions

Please carefully follow the instructions below based on the type of computer you use and version of Quicken you have installed.

Quicken One Step update is performed while in Quicken and directly connects to Bell State Bank & Trust. Online Banking Export/Download is performed by logging into Personal Online Banking and choosing to Export/Download your Account Transactions.

After your first update, take a moment to carefully review the downloaded transactions to ensure no duplicate transactions are in your account register.

Update from State Bank & Trust to Bell State Bank & Trust

Windows Conversion Instructions:

Update performed with One Step Update – versions 2010-2012

Update performed using Online Banking Download –versions 2010-2012

Mac Conversion Instructions:

Update performed with One Step Update – Quicken Essentials version 2010-2012

Update performed with Online Banking Download – Quicken Essentials version 2010-2012

Update performed with Online Banking Download – Quicken version 2005-2007

Update from First National Bank – Hawley to Bell State Bank & Trust

Windows Conversion Instructions:

Update performed with One Step Update – versions 2010-2012

Update performed using Online Banking Download –versions 2010-2012

Mac Conversion Instructions:

Update performed with One Step Update – Quicken Essentials version 2010-2012

Update performed with Online Banking Download – Quicken Essentials version 2010-2012

Update performed with Online Banking Download – Quicken version 2005-2007

 

 

 

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