Set Up an Account for Online Banking (Direct Connect) If you already have a Quicken ID, click “SIGN IN” under “Already have an account?” and sign in. If you don’t currently have a Quicken ID, you will need to create one.įill in the information to set up your Quicken ID and link your data file. When you set up an account for online banking, Quicken requires you to link your Quicken data file to a Quicken ID. Link Your Quicken Data File to Your Quicken ID Choose Help > Quicken Help and search for Back Up for backup instructions. IMPORTANT: We recommend that you back up your Quicken Data File before setting up online banking accounts for the first time. Please contact your financial institution to verify your Direct Connect login information. For Direct Connect, they may be different.
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