Normally Quicken walks you through the activation process when you first add an account. However, if you decided not to activate an account when you first added it, it's not too late; you can activate the account for transaction download now.

  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the account you want to activate.
  3. In the Account Details dialog, click the Online Services tab.
  4. Click the Set up now button for the online service you want to activate.
  5. After your account is activated, you're ready to update your spending accounts and your investing accounts.

Notes

Tell me about my first update

How is the first update different for investment accounts?

What currencies are supported?