A checking or savings deposit account with CASE.Activate Direct Connect with CASE Credit Union Accounts within Quicken It allows you to download your CASE statements and manage your CASE accounts through Quicken. This will download the transaction from our website into your matching Quicken Account.ĭirect Connect is the service that provides the connection between your CASE account and Quicken. When you open the file in Quicken, follow the prompts to choose the Quicken account to which you wish to import the transactions.If you have never downloaded from CASE's Online Banking to Quicken – Web Connect Future downloads from this account will automatically go into that same Quicken Account.This will download the transaction from our website into your Quicken Account.

Select the 'Quicken Financial Exchange (QFX)' option and click 'Download Data.'.Choose the account and date range you want to download.Then choose the Online Services tab and click 'Remove Connection.'.From the menu that appears, choose 'Edit Account.'.My Household Account) you wish to use again. Start your Quicken software and Right-Click the Quicken Account (e.g.Web Connect is the service that allows you to manually download electronic statements from your CASE accounts and then import them into Quicken. If you use Quicken® software for your personal bookkeeping or small business, you can now import your CASE accounts within the software via Web Connect or Direct Connect. Login QUICKEN Online Services That Are Fast, Easy, and Secure

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