Important Notice for Quicken Users with PNC Bank Accounts: Avoid Mistakenly Migrating Direct Connect Accounts | Quicken (2024)

Quicken for Windows: Introduction

PNC Bank has introduced a new connectivity method called Express Web Connect+for Quicken users. This change requires you to migrate existing Express Web Connect (Quicken Connect on Mac) accounts to this new connection method to continue downloading PNC balances and transactions to Quicken.

If you have both Express Web Connect and Direct Connect accounts with PNC Bank you should avoid mistakenly migrating your Direct Connect accounts.

This FAQ article provides key points on account migration, determining account types, and reconnecting Direct Connect accounts if mistakenly migrated.

Quicken for Windows:Summary

• PNC Bank has introduced Express Web Connect+as a new connectivity method for Quicken users.
• Existing Express Web Connectaccounts must migrate to Express Web Connect+.
• Direct Connect users should not migrate their accounts to Express Web Connect+ if they wish to retain the ability to use PNC Bill Pay from Quicken.
• To determine if you have a Direct ConnectPNC account, look in the QuickenAccount List (Ctrl+A) to see the existing connect method.
• If you have both a Direct Connect and an Express Web Connect PNC account, you should make sure to selectively add or ignore accounts during the migration process to avoid migrating Direct Connect accounts (see below).
• If Direct Connect accounts were mistakenly migrated, follow the instructions below to reconnect them.
• For further assistance, contact PNC Bank customer support or Quicken support.

Quicken for Windows: Do I need to migrate my PNC Account?

1. If you only have Direct Connect accounts: No migration is needed
   • Migrating Direct Connect accounts will result in the loss of your ability to pay bills using PNC Bill Pay from Quicken.
2. If you only have Express Web Connect accounts: Migration required
   • You should migrate your accounts to Express Web Connect+ when prompted by Quicken.
3. If you have BOTH Direct Connect and Express Web Connect accounts:
   • Migrate Express Web Connect accounts but do not migrate Direct Connect accounts if you wish to retain the ability to use PNC Bill Pay from Quicken.
     • If you do not use PNC Bill Pay, you may migrate your Direct Connect accounts to Express Web Connect+ but you are not required to do so.

Quicken for Windows: How do I determine if I have a Direct Connect account?

1. Launch the Quicken application on your computer.
2. Select Toolsfrom the main menu and then choose Account List.

3. Look for your PNC Bank accounts in the Account List window.
4. Check the Transaction Downloadcolumn in the Account List window for Direct Connector "DC" labels.

Express Web Connector "EWC" labels indicate accounts eligible for migration.

Tip: If you usePNC Bill Pay in Quicken and send payments via Online Center or the “Send Payment” feature, then you are using Direct Connect. (This is not to be confused with Quicken’s “Quick Pay” or “Check Pay” features which do not require Direct Connect.)

Quicken for Windows: How do I migrate to the new Express Web Connect+ connection method without losing my Direct Connect accounts?

If you have any Express Web Connect PNC accounts you will be prompted to migrate in Quicken.

If all your PNC accounts are Express Web Connect:

1. Follow the prompts to migrate.
2. You will be taken to the PNC website to sign in with your PNC Username and Password.
3. Once authenticated, make sure you check all the PNC accounts you plan to track in Quicken. Select them all during this step even if you already added them in the past.
4. After you return to the Quicken Add Account screen, check the Actioncolumn and verify that the correct option is selected:
   • Link to existing…- Select this option for all the Express Web Connect accounts you are migrating.
     • You can click on the dropdown menu in the action column to verify it is linked to the correct account. (Do not link to an existingDirect Connect account—see next section.)

• Add to Quicken- This will create a new account in Quicken.
  • Select this only for an account that you have never added to Quicken.
  • Do not select this if the account listed is already in your Quicken file. Instead, click the dropdown menu and choose Link to existing accountand select the existingQuicken account that matches the PNC account in the list.
• Don’t add to Quicken-Select this option for any account you do NOT wish to track in Quicken (or for any Direct Connect account—see next section)

5. Click Nextto complete the migration.

If you have a mix of PNC accounts that are Express Web Connect AND Direct Connect:

• Follow the same instructions shown above, but take care NOT to accidentally migrate your existing Direct Connect account.
• If you see any of your Direct Connect accounts in this list of accounts shown on the Add Account screen (Step #4 above):
  • Make sure the Actioncolumn is set to Don’t add to Quickenfor all your Direct Connect accounts.

• After you migrate your Express Web Connect accounts, your Direct Connect accounts will still work as before.

Quicken for Windows: How do I reconnect a Direct Connect accountif I migrated it by mistake?

If you inadvertently migrated your Direct Connect accounts, you can reconnect them by following these steps:

1. Launch Quicken and go to the Account List (Ctrl + A).
2. Locate the mistakenly migrated PNC Bank accounts (labeled as Express Web Connect+ connections).
3. Click the Editbutton.

4. In the Account Details window, select the Online Servicestab.
5. Click the Deactivatebutton.
   • An alert may pop up asking “Would you like to deactivate this service?"Click Yes.

6. Close the Account Details windows.
7. Click the “+” icon above the Account Bar to add an account.
8. Search for “PNC Bank – Direct Connect” and click Next.
   • Do not choose any other “PNC” named result.

9. Do not sign in yet!
10. Click Advanced Optionsin the bottom, left corner.

11. On the “How should Quicken connect?” screen, select Direct Connect.

12. Click Nextand continue with the Add Account process.
13. After you sign in and see the Add Account screen that lists all your accounts, check the Actioncolumn and verify the correct option is selected:
    • Link to existing…- Select this option to reconnect your Direct Connect accounts.
      • Click the dropdown menu in the Actioncolumn and choose Link to existing account and select the existingQuicken account that matches the PNC account in the list.
      • Do not link to any of your Express Web Connect+ accounts that you do not wish to change.

• Add to Quicken- This will create a new account in Quicken.
  • Select this option only for an account that you have never added to Quicken.
  • Do not select this option if the account listed is already in your Quicken file. Instead, click the dropdown menu and choose Link to existing accountand select the existing Quicken account that matches the PNC account in the list.
• Don’t add to Quicken-Select this option for any account you do NOT wish to track in Quicken (or for any Express Web Connect+ accounts that are already set up in the file that you do not wish to change.)

Quicken for Mac: Introduction

PNC Bank has introduced a new connectivity method called Express Web Connect+for Quicken users. This change requires you to migrate existing Quicken Connect (Express Web Connect+on Windows) accounts to this new connection method to continue downloading PNC balances and transactions to Quicken.

If you have both Quicken Connect and Direct Connect accounts with PNC Bank,you should avoid mistakenly migrating your Direct Connect accounts.

This FAQ article provides key points on account migration, determining account types, and reconnecting Direct Connect accounts if they're mistakenly migrated.

Quicken for Mac: Summary

• PNC Bank has introduced Express Web Connect+as a new connectivity method for Quicken users.
• Existing Quicken Connectaccounts must migrate to Express Web Connect+.
  • Note: in Mac, the name of the connection method listed in the account settings willstill say “Quicken Connect.”See below to learn how to verify that the migration occurred.
• Direct Connect users should not migrate their accounts to Express Web Connect+ if they wish to retain the ability to use PNC Bill Pay from Quicken.
• To determine if you have a Direct Connect PNC account, look in Account Settings for PNC to see the existing connection method.
• If you have both a Direct Connect and a Quicken Connect PNC account, you should make sure to selectively add or ignore accounts during the migration process to avoid migrating Direct Connect accounts (see below).
• If Direct Connect accounts were mistakenly migrated, follow the instructions below to reconnect them.
• For further assistance, contact PNC Bank customer support or Quicken support.

Quicken for Mac: Do I need to migrate my PNC account?

1. If you only have Direct Connect accounts: No migration is needed
   • Migrating Direct Connect accounts will result in the loss of your ability to pay bills using PNC Bill Pay from Quicken.
2. If you only have Quicken Connect accounts: Migration is required
   • You should migrate your accounts to Express Web Connect+ when prompted by Quicken.
3. If you have BOTH Direct Connect and Quicken Connect accounts
   • Migrate Quicken Connect accounts but do not migrate Direct Connect accounts if you wish to retain the ability to use PNC Bill Pay from Quicken.
     • If you do not use PNC Bill Pay you may migrate your Direct Connect accounts to Express Web Connect+ but you are not required to do so.

Quicken for Mac: How do I determine if I have a Direct Connect account?

1. Launch the Quicken application on your computer.
2. Navigate to your PNC Bank account by clicking the account name in the Sidebar
3. Click the Settingsmenu on the bottom right of your account register.

4. In the account settings window that appears click the Downloadstab.
5. Under in Login & Connection section, look for Connection Type:
   • It will say Direct Connectif your account is Direct Connect - you do not need to migrate it.
   • If it says Quicken Connect, you can migrate.

Tip: If you use your PNC Bill Pay in Quicken and send payments via the “Send Payment” feature, then you are using Direct Connect. (This is not to be confused with Quicken’s “Quick Pay” or “Check Pay” features which do not require Direct Connect.)

Quicken for Mac: How do I migrate to the new Express Web Connect+ connection method without losing my Direct Connect accounts?

If you have any Quicken Connect PNC accounts you will be prompted to migrate in Quicken.

If all your PNC accounts are Quicken Connect

1. Follow the prompts to migrate.
2. You will be taken to the PNC website to sign in with your PNC Username and Password.
3. Once authenticated, make sure you check all the PNC accounts you plan to track in Quicken. Select them all during this step even if you havealready added them in the past.
4. After you return to the Quicken Add Account screen, check the Actiondropdown menu and verify that the correct option is selected:
   • Link to: - This is the correct option for all the Quicken Connect accounts you are migrating.
     • You should see “Link to:” and then the name of your existing account. (Do not link to an existingDirect Connect account—see next section.)

• Add as a new account- This will create a new account in Quicken.
  • Select this only for an account that you have never added to Quicken.
  • Do not select this if the account listed is already in your Quicken file. Instead, click the dropdown menu and choosethe existingQuicken account that matches the PNC account in the list under Link to an existing account.
• Ignore (don’t track in Quicken) – Select this option for any account you do NOT wish to track in Quicken (or for any Direct Connect account—see next section)

5. Click Continueto complete the migration.

If you have a mix of PNC accounts that are Quicken Connect AND Direct Connect

• Follow the same instructions shown above, but take care NOT to accidentally migrate your existing Direct Connect account.
• If you see any of your Direct Connect accounts in this list of accounts shown on the Add Account Screen (Step #4 above):
  • Make sure the Actionis set to Ignore (don’t track in Quicken)for all your Direct Connect accounts.

• After you migrate your Quicken Connect accounts, your Direct Connect accounts will still work as before.

Quicken for Mac: How do I reconnect a Direct Connect accountI migrated by mistake?

If you inadvertently migrated your Direct Connect accounts, you can reconnect them following these steps:

1. Launch Quicken.
2. Go to your PNC Bank account by clicking the account name in the Sidebar.
3. Click the Settingsmenu on the bottom right of your account register.
4. In the account settings window that appears, click the Downloadstab.
5. In the Login & Connection section, look for Connection Type.
   • If the Connection Method says Quicken Connect,you will need to switch back to Direct Connect to continue using PNC Bill Pay in Quicken.
6. Click the Disconnect Accountbutton.

• You will be prompted to verify. Click Disconnect.

7. Close the Account Settings windows.
8. Click the “+” icon above the Sidebar to add an account.
9. Search for PNC Bank – Direct Connectand click Continue.
   • Do not choose any other “PNC” named result.

10. Do not sign in yet!
11. Click Advancedin the bottom, right corner.

12. On the “How should quicken connect?” screen, select Direct Connect.

13. Click Sign inand continue with the Add Account process.
14. After you sign in and see the Add Account screen that lists all your accounts, check the Actiondropdown menu and verify that the correct option is selected:
    • Click the dropdown menu and choosethe existing Quicken account that matches the PNC account in the list under Link to an existing account.
      • Do not link to any of your Express Web Connect+ accounts that you do not wish to change.

• Add as a new account- This will create a new account in Quicken.
  • Select this only for an account that you have never added to Quicken.
  • Do not select this if the account listed is already in your Quicken file. Instead, click the dropdown menu and choose the existing Quicken account that matches the PNC account in the list under Link to an existing account.
• Ignore (don’t track in Quicken)-Select this option for any account you do NOT wish to track in Quicken (or for any Express Web Connect+ accounts that are already set up the in file that you do not wish to change.)

Conclusion

Should you encounter any difficulties or have further questions, please contact PNC Bank customer support (888-762-2265) or Quicken Support for assistance.