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While the steps to download a Web Connect file (QFX) are fairly simple, navigating through the financial institution's website to locate the file can be difficult. NOTE: Only a QFX file will allow you to download transactions from checking, savings, credit card, brokerage or retirement accounts QIF files will not work with Web Connect in Quicken.

That you are downloading a Quicken Financial Exchange (QFX) format file.

That your bank supports a Quicken Web Connect download. If the financial institution no longer supports Web Connect in Quicken, the file cannot be authorized when importing.

If you're having trouble using Web Connect in Quicken, check the following items before taking other troubleshooting steps: First, verify a few things: If you need steps to activate a Web Connect account, click here. For the list of supported Quicken products, click here.

If your subscription has expired, or you are using an unsupported version of Quicken, you cannot download a Web Connect file. Important: Web Connect files require access to online services in order to validate the file and the transactions for security purposes. For more information on the different connection methods in Quicken, see Connection Types in Quicken for Windows. This is different from Express Web Connect, in which Quicken connects to the financial institution's website and downloads the transactions for you. Web Connect is a connection method in which the transaction download is initiated by visiting the financial institution's website and downloading the file containing the transaction information (known as a QFX file) directly from there.