Frequently Asked Questions

About Quicken® and Microsoft® Money
- Does online banking interface with Quicken® or Microsoft® Money®?
- How do I download my transactions into Quicken® or Microsoft® Money®?
- How do I change the transactions displayed within online banking?
- How do I get help with downloading transactions into Quicken® or Microsoft® Money®?
- How do I save the Quicken® Web Connect data to my computer?
- I'm trying to use Web Connect, but the transactions are not downloading. What should I do?



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Does online banking interface with Quicken® or Microsoft® Money®?

No. You are not able to retrieve your Southern Bank account information or pay bills using your Quicken® or Microsoft® Money®. However, the Download Transaction Data feature allows you to bring transaction information into your Quicken® or Microsoft® Money® software. Selecting a download option, then clicking Download will save all the transactions displayed on the screen. If you wish to expand or narrow the list of transactions displayed, use the Filter Transactions feature before downloading.

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How do I download my transactions into Quicken® or Microsoft® Money®?

To download your transactions into Quicken® or Microsoft® Money® you will need to do the following:

  1. Click on the name of your account to view the transactions since your last statement.
  2. Scroll down to the Transaction Download and click Download. (This will download all of the transactions currently on the screen. If you need to narrow the transactions on the screen, see instructions below to use the Transaction Search.)
  3. Click Confirm on the Transaction Review screen.
  4. You should now see a File Download box. Choose the option to "Save this file to disk" and click OK.
  5. Give the file a name and click save. (You may find it easier to save the file to a disk and choose the drive.)
  6. Click Done once the download is complete.
  7. Once the transactions are downloaded, you will need to open Quicken® or Microsoft® Money® and import the file you just downloaded.

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How do I change the transactions displayed within online banking?

If you need to narrow the transactions displayed on the screen, you will need to scroll down to Transaction Search. Type in the Transaction Dates or Check Range to narrow your list of transactions. This feature is useful to find out if certain checks have cleared your account and for narrowing the transactions to download into Quicken® or Microsoft® Money.

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How do I get help with downloading transactions into Quicken® or Microsoft® Money®?

If you are having problems downloading the file to your computer or floppy disk and you are not getting the message "x items were successfully exported," you will need to speak to an online banking representative. If you are able to download the file, but not able to import, you may want to go through the download process again. (You may have downloaded a bad or damaged file.)

If you are still having problems importing the file, you will need to consult your Quicken® or Microsoft® Money® support literature or contact a representative from Quicken® or Microsoft® Money® for support.

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How do I save the Quicken® Web Connect data to my computer?

To save the Quicken Web Connect data to your computer, do the following:

  • From within Quicken, click Edit then Preferences.
  • Next, select Quicken® Program, then click the "Web Connect" option.
  • Check the box that reads "Give me the option of saving to a file whenever I download Web Connect data" and click OK.

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I'm trying to use Web Connect, but the transactions are not downloading. What should I do?

  1. Open your Quicken® software.
  2. Select the account you wish to access with Web Connect (checking, savings, etc).
  3. Click the Overview tab, located above the Register.
  4. Under the Account Attributes section, click and select Change Online Services.
  5. The Financial Institution name, located just above "Transaction Download", must reflect "Southern Bank, Web Connect" in order to function properly. If the Financial Institution name does NOT reflect this name, click and select "Deactivate' in the Transaction Download option.
  6. Once Transaction Download is deactivated, click the General Information tab at the top of the screen.
  7. Under the "Financial Institution" box, double click to view a list of all banks who are compatible with Quicken's online services. Click and select the Institution "Southern Bank, Web Connect".

    NOTE: If you are unable to locate "Southern Bank, Web Connect" in the list, click and select the One Step Update option. This option can be found under the Online menu, or simply by clicking the Update symbol next to the Back button. Uncheck all of the options under One Step Update, then select Update Now. This will update your Quicken® software, which will also update your Financial Institution list to reflect the "Southern Bank, Web Connect" option.
  8. Click back onto the Online Services tab.
  9. Under the Transaction Download option, click the Activate button.
  10. You will then be directed to the Southern Bank web site, along with instructions on how to use Web Connect. Log into your Online Banking and attempt to download your transactions.
  11. Once the transactions are downloaded, go back to your Quicken® register. The downloaded transactions will be located just below your register.
  12. Click Accept All to add any or all of the downloaded transactions to your register.

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