Quicken® Web Connect and Express Web Connect for Windows and Mac Operating Systems

The Peoples Bank offers Web Connect to download account information into Quicken®, the easiest way to organize your personal finances.

  • No manual data entry - Once you're set up, you can download all your transactions right into Quicken®—instead of typing them in by hand.
  • Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to use - Web Connect files may be automatically opened by Quicken® directly from The Peoples Bank web site, which eliminates the need for you to search for files that have been downloaded.
  • Automatic account setup - Simply initiate a download to Quicken® from The Peoples Bank web site, and Quicken sets up your accounts for you—with your data already up to date.

What you need to get started

First, you will need a Customer ID and Password. With Web Connect, your Customer ID and Password are the same as the ones you use to login to The Peoples Bank Website.

Once you have this information, you are ready to enable your accounts in Quicken®. For assistance, please see the Quicken Getting Started Guide.

Connectivity Troubleshooting

Quicken uses internet connectivity to access online services (such as One Step Update). Sometimes certain conditions or system settings will prevent Quicken from successfully connecting to these online services. 

The three main problems that can prevent Quicken from accessing the internet are:

  • Your web browser cannot establish a secure connection
  • Your computer has security and privacy programs, such as firewalls and pop-up blockers, that are not configured correctly
  • Your internet connection is slow or unstable

Online Banking Services Not Working After Upgrading to the Latest Version of Quicken

Quicken ProductDiscontinuation Date
Quicken 2016 Windows and MacApril 30, 2019
Quicken 2017 US Windows and MacApril 30, 2020
Quicken Subscription ProductsBased on subscription length purchased
Quicken Premium SupportOne year from purchase date or upon subscription expiration

If you've recently updated from 2016 to the latest release of Quicken:

Please follow the first set of steps in this article to resolve the issue:

Instructions

First, refresh/reset your account information with the bank:

  1. Select the Tools menu, then choose Online Center.
  2. Click the Financial Institution drop-down arrow and select the financial institution.
  3. Press CTRL+Shift while selecting Contact Info.
  4. Select one of the accounts associated with the bank from the dropdown list.
  5. Select Financial Institution Branding and Profile from the list and click Refresh/Reset.
  6. Click OK and go online by clicking the Update/Send button.
  7. Attempt your online session again.

If the issue persists, try deactivating the account:

  1. Select the Tools menu and select Account List
  2. In the Account List, select the account you want to deactivate, and then click Edit
  3. In the Account Details window, click the Online Services tab.
  4. Click Deactivate next to the service you want to disable.
  5. Click Yes to the message asking if you want to disable this service. 
  6. Click OK.
  7. Attempt your online session again. If this doesn't resolve the issue, continue with the steps below.

Confirm the system time and date is correct:

  1. Double-click Date and Time on your Windows toolbar at the bottom of your screen, and verify that the date is correct. If the date is incorrect, change it and click Apply. You may also need to check the Time Zone tab to see if it correct, too.
  2. Click OK and try the transaction download again.

Lastly, check that you are on the latest Quicken release and update if necessary:

  1. Go to Help > Check for Updates.
  2. If an update is available, a prompt will appear giving you the option to install it.
  3. Click Yes to install the update.

Note: These steps apply to connection issues after upgrading to the latest version, not connection issues after updating to the latest release of your current version. 

Otherwise, follow these steps:

In some cases, online banking may not function properly after upgrading to the latest version of Quicken. This situation is typically caused by changes in the way online services are handled in the different versions of Quicken. The following procedure shows how to correct this issue.

If you are unable to connect, then your account may need to be deactivated and reactivated. This can be done by following the directions below:

  1. In Quicken, go to Tools > Account List.
  2. Find the account in the list, and click Edit.
  3. Click on the Online Services tab.
  4. Click Deactivate.
  5. Click Yes on the confirmation prompt.
  6. Repeat steps 1-5 for each affected account.
  7. When finished, close and reopen Quicken.
  8. Click the "+" (plus sign) above the Account Bar (or Add Account button at the bottom of the Account Bar in older versions);
  9. Walk through this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented, UNTIL you reach the screen where Quicken displays the accounts discovered at the financial institution;
  10. Very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.

If you are still having problems downloading, then write down the exact error message you're receiving and search our support site for a different resolution.

You can check for an exact error message/number by going to Tools > One Step Update Summary. In many cases, you will have the option to click Learn More for additional information on the error.

Quicken is a registered trademark of Intuit Inc.