![]() qfx file or import the file using the "file" menu to import transactions. The file is automatically downloaded to your desktop.Repeat these steps for each account you would like to download into Quicken.When Quicken confirms that the Web Connect data has been successfully downloaded to Quicken, select OK.After selecting this option, follow the steps for setting up the new account. Create a new Quicken account: If you have not set-up this account in Quicken, or if you would like to start a new file for an existing account, you should select this option.Use an existing Quicken account: If you already have the account set up in Quicken, and you would like to add on to the existing transaction activity, you should select this option.You will be asked whether you would like to "Use an existing Quicken account" or if you would like to "Create a new Quicken account.".If this is your first time downloading with Web Connect for this account, a dialog box will appear stating "You are about to download transactions for the following account." The box will include account information, such as the Account Number and Account Type.A Windows dialog may appear that asks whether you would like to Save or Open the file.XL2QIF V1.11: (April 10, 2005) 1.11 Load from QIF: Support for end of line with LF only in addition to CR+LF for QIF files 1.1 Save to QIF: New option to import automatically the. For information on supported and retired versions of software, please refer to our software retirement guide. Note: this version is not compatible with Excel 97, please use V1.0 for Excel 97. Then follow the directions below based on your software type. ![]() Click Download Account Activity and complete the required information.Choose an account for which you would like to receive transaction activity.This technology automatically launches Quicken, downloads account data into your check register, and matches any transaction you’ve already entered into your register. Wells Fargo is using a technology called Web Connect. ![]()
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