Money Management Sofware

page-heading-1

Money Management Software Conversion Instructions

As Credit Union 1 upgrades our Online and Mobile Banking platform, you will need to modify your Money Management Software settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your login credentials for Online Banking and/or Direct Connect.

NOTE: Direct Connect may require registration. Please call the Member Solutions Team at 800.252.6950 to verify your Direct Connect login information.

You should perform the following instructions exactly as described, and in the order presented. If you do not, your Online Banking connectivity may stop functioning properly. This conversion should take 15 - 30 minutes.

Mint Conversion Information Expand/Colapse

Introduction

As Credit Union 1 completes the Online/Mobile Banking platform upgrade, Mint aggregation services may be interrupted for up to 5 business days.

NOTE: You will be able to access Online Banking information by directly logging into Online Banking during the interrupted time.


Mint Conversion Information

Mint.com data is stored on Intuit cloud servers. Data is updated with every change and cannot restore data to a previous point in time.

For a successful account update, do not login to Mint.com for the upgraded Online/Mobile Banking platform until 5 business days after August 20, 2019.

During this time, the Mint.com server will automatically make the system conversion for your activated accounts. If you login into Mint.com during this time, you may see duplicate accounts or an error displayed. Please do not attempt to change the status or make any changes in Mint.com during this time. After 5 business days, the accounts should reconcile showing your transaction history available.

In the event that your accounts do not display current transactions after 5 business days, you may log back into Mint.com and click refresh to update the account. After the download completes, click the Transactions tab to view up to 90 days of transaction history.

Thank you for your patience during these changes!

QuickBooks For Mac Conversion Instructions — WC to DCExpand/Colapse

Documentation and Procedures

Task 1: Conversion Preparation
  1. Backup your data file. Go to File, then select Back Up and choose location to save your QuickBooks file.
     
  2. Download the latest QuickBooks Update. Go to QuickBooks (left of File on top bar) and select Check for QuickBooks Updates.
Task 2: Optional Task - Complete a Final Download before August 20, 2019.

 

  1. Log in to the current Online Banking platform and download your QuickBooks Web Connect File.
     
  2. Click File> Import> From Web Connect.
     
  3. Link your bank account with the existing QuickBooks account and click Continue.
     
  4. Repeat steps for each account.
Task 3: Match Downloaded Transactions


If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose the Help menu and use the Search bar available at the top. Search for Updating Your Register, select the article with that name and follow the instructions.

NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.

Task 4: Disconnect Accounts in QuickBooks on or after August 20, 2019

 

  1. Choose Lists menu> Chart of Accounts.
     
  2. Select the account you want to deactivate.
     
  3. Choose Edit menu> Edit Account.
     
  4. In the Edit Account window, click Online Settings.
     
  5. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.
     
  6. Click OK for any dialog boxes that may appear.
     
  7. Repeat steps for each account to be disconnected.
Task 5: Reconnect Accounts to the new Online Banking/Mobile platform on or after August 20, 2019.

 

  1. Choose Banking menu> Online Banking Setup.
     
  2. Enter, then select Credit Union 1 from the Financial Institution list. Click Next.
     
  3. Follow the instructions in the wizard. If prompted for connectivity type, select Direct Connect.
     
  4. The Online Banking Assistant window displays during setup. Select, "Yes, my account has been activated for QuickBooks online services," then click Next.
     
  5. Enter credentials and click Sign In.
     
  6. For each account you wish to download into QuickBooks, click Select an Account to choose the appropriate existing account register.

    IMPORTANT: Do NOT select "New" under the action column.
     
  7. Click Next, then Done.
     
  8. Add or match all downloaded transactions in the Downloaded Transactions window.

QuickBooks For Mac Conversion Instructions — WC to WC Expand/Colapse

Documentation and Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File, then select Back Up and choose a location to save your QuickBooks file.
     
  2. Download the latest QuickBooks Update. Go to QuickBooks (left of File on top bar) and select Check for QuickBooks Updates.
Task 2: Optional Task — Complete a final download before August 20, 2019.

 

  1. Log in to the current Online Banking platform and download your QuickBooks Web Connect File.
     
  2. Click File> Import> From Web Connect.
     
  3. Link your bank account with the existing QuickBooks account and click Continue.
     
  4. Repeat steps for each account.
Task 3: Match Downloaded Transactions


If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose the Help menu and use the Search bar available at the top. Search for Updating Your Register, select the article with that name and follow the instructions.

NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.

Task 4: Disconnect Accounts in QuickBooks on or after August 20, 2019

 

  1. Choose Lists menu> Chart of Accounts.
     
  2. Select the account you want to deactivate.
     
  3. Choose Edit menu> Edit Account.
     
  4. In the Edit Account window, click the Online Settings button.
     
  5. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.
     
  6. Click OK for any dialog boxes that may appear with the deactivation.
     
  7. Repeat steps for each account to be disconnected.
Task 5: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Log in to the new Online/Mobile Banking platform and download your QuickBooks Web Connect File.

    NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
     
  2. Click File> Import> From Web Connect.
     
  3. If prompted for connectivity type, select Web Connect.
     
  4. The Account Association window displays during setup. For each account you wish to download into QuickBooks, click Select an Account to choose the appropriate existing account register.

    IMPORTANT: Do NOT select "New" under the action column.
     
  5. Click Continue.
     
  6. Click OK to any informational prompts.
     
  7. Add or match all downloaded transactions in the Downloaded Transactions window.
     
  8. Repeat steps for each account to be reconnected.

 

QuickBooks Online Conversion Instructions Expand/Colapse

Documentation and Procedures

Conversion — Information Only


QuickBooks Online data is stored on Intuit servers in the cloud. Since we update your records with every change, we cannot restore your file to a previous point in time.

QuickBooks Online automatically updates your selected version so you are always on the latest release.

IMPORTANT: QuickBooks Online connectivity services may be interrupted up to 5 business days after the conversion is complete.

Task 1: Optional Task — Complete a final download before August 20, 2019.


NOTE: Please skip to the Additional Instructions at the bottom of the page if you Manually Import Transactions.
 

  1. Sign in to QuickBooks Online.
     
  2. Click Banking
     
  3. In the top-right area, click Update.
     
  4. After your download finishes, click the For Review tab to confirm items downloaded.
Task 2:  Match Downloaded Transactions

 

  1. Accept all new transactions on the Banking page. Simply check off all the New/Matched transactions and click Batch Action to "Accept Selected".
     
  2. Assistance on matching transactions is available in the Help menu> Search for Matching Transactions and follow the instructions in the appropriate article.
     
Task 3: Disconnect Accounts in QuickBooks Online on or after August 20, 2019

 

  1. Select Banking on the left column.
     
  2. Click on the account you would like to disconnect, then click the Pencil Icon.
     
  3. Click on Edit Account Info.
     
  4. Check the box next to Disconnect this account on save.
     
  5. Click Save and Close.
     
  6. Repeat steps 2 - 6 to deactivate additional accounts.
     
Task 4: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. In the upper-right area, click Add Account.
     
  2. Enter Credit Union 1.
     
  3. Click Credit Union 1 in the search results below.
     
  4. Type your login credentials. Click Continue.
     
  5. Provide any additional information requested, to proceed.
     
  6. Ensure you associate the account for Credit Union 1 to the appropriate account already listed under Which accounts do you want to connect? Select the matching accounts in the drop-down menu.

    IMPORTANT: Do NOT select +Add new. If you are presented with accounts you do not want to track in this data file, Uncheck the box next to the Account name.
     
  7. After all accounts have been matched, click Connect.
     
  8. When the download is finished, you will return to the Banking page.
     
Task 5: Excluding Duplicate Transactions

 

  1.  Choose Banking.
     
  2. In the For Review section, click the checkboxes for the transactions you want to exclude.
     
  3. Click Batch Actions> Exclude Selected.

    NOTE: If you accidentally exclude a transaction, you can include it again.
     
Task 6: Undo Excluded Transactions

 

  1. Choose Banking.
     
  2. Click the Excluded tab.
     
  3. Click the checkboxes for the transactions you want to include.
     
  4. Click Batch Actions> Undo.
     
  5. Transactions will appear again in the New Transactions tab for you to work with.
     
Additional Instructions: Need to Manually Import Transactions?

 

  1. Log in to Online/Mobile Banking.
     
  2. Download one of the following Web Connect file types:
    • gbo (QuickBooks)
    • gfx (Quicken)
     
  3. In QuickBooks Online, choose Banking.
     
  4. In the upper-right corner, click File Upload.
     
  5. Click Browse and select the Web Connect file from your computer. Click Next.
     
  6. Select the appropriate account from the drop-down menu. Click Next.
     
  7. When the import is completed, click Let's go!
     
  8. After your download finishes, click the For Review tab to see what was downloaded.
     

Thank you for making these important changes!

QuickBooks For Windows Conversion Instructions — WC to DC Expand/Colapse

Documentation and Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File, then select Back Up Company> Create Local Backup and choose a location to save your QuickBooks file.
     
  2. Download the latest QuickBooks Update. Go to Help> Update QuickBooks Desktop.

    NOTE: If multiple computers do not use the same QuickBooks data file, skip step 3. QuickBooks activities such as Online Banking cannot be performed in multi-user mode because of the way the activities interact with a company data file.
     
  3. Switch to Single-user mode if you are currently in Multi-user mode. Go to File> Switch to Single-user mode.
     
  4. Enable Classic Mode (Register Mode) if you are currently in Express Mode. Go to Edit> Preferences> Checking> Company Preferences> select Classic Mode.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Log in to Online/Mobile Banking and download your QuickBooks Web Connect file.
     
  2. Click File> Utilities> Import> Web Connect Files.
     
  3. Link your bank account with the existing QuickBooks account and click Continue.
     
  4. Repeat steps for each account.
     
Task 3: Match Downloaded Transactions

 

If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose Help menu> QuickBooks Help. Search for Matching Transactions and follow the instructions.

NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.
 

Task 4: Disconnect Accounts in QuickBooks on or after August 20, 2019

 

  1. Choose the Lists menu> Chart of Accounts.
     
  2. Select the account you want to deactivate.
     
  3. Click Edit menu> Edit Account.
     
  4. Click on the Bank Feed Settings tab in the Edit Account window.
     
  5. Select Deactivate All Online Services and click Save & Close.
     
  6. Click OK for any dialog boxes that may appear.
     
  7. Repeat steps for each account to be disconnected.
     
Task 5: Reconnect Accounts to Credit Union 1 on or after August 20, 2019

 

  1. Choose Banking menu> Bank Feeds> Set Up Bank Feed for an Account.
     
  2. Enter, then select Credit Union 1. Click Next.
     
  3. If prompted for connectivity type, select Direct Connect.
     
  4. Link your bank account with the existing QuickBooks account and click Connect.

    IMPORTANT: Verify that all transactions downloaded successfully into your account registers.
     
Task 6: Re-enable Express Mode (if necessary)


NOTE: If you prefer Classic Mode (Register Mode), you are finished with your conversion. If you use Express Mode for Online Banking, you may now re-enable the mode.

To re-enable Express Mode register mode (Optional) Go to Edit> Preferences> Checking> Company Preferences> select Express Mode.

QuickBooks For Windows Conversion Instructions — WC to WC Expand/Colapse

Documentation and Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File, then select Back Up Company> Create Local Backup and choose a location to save your QuickBooks file.
     
  2. Download the latest QuickBooks Update. Go to Help> Update QuickBooks Desktop.

    NOTE: If multiple computers do not use the same QuickBooks data file, skip Step 3. QuickBooks activities such as Online Banking cannot be performed in multi-user mode because of the way the activities interact with a company data file.
     
  3. Switch to Single-user mode if you are currently in Multi-user mode. Go to File> Switch to Single-user mode.

    NOTE: If you are not using Classic Mode (Register Mode), enable it for the conversion. You can change it back after the conversion is complete.
     
  4. Enable Classic Mode (Register Mode) if you are currently in Express Mode. Go to Edit> Preferences> Checking> Company Preferences> select Classic Mode.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Login to Online Banking and download your QuickBooks Web Connect file.
     
  2. Click File> Utilities> Import> Web Connect Files.
     
  3. Link your bank account with the existing QuickBooks account and click Continue.
     
  4. Repeat steps for each account.
     
Task 3: Match Downloaded Transactions


If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose Help menu> QuickBooks Help. Search for Matching Transactions and follow the instructions.

NOTE: All transactions must be matched or added to the register prior to disconnecting your accounts.
 

Task 4: Disconnect Accounts in QuickBooks on or after August 20, 2019

 

  1. Choose the Lists menu> Chart of Accounts.
     
  2. Select the account you want to deactivate.
     
  3. Click Edit menu> Edit Account.
     
  4. Click on the Bank Feed Settings tab in the Edit Account window.
     
  5. Select Deactivate All Online Services and click Save & Close.
     
  6. Click OK for any dialog boxes that may appear with the deactivation.
     
  7. Repeat steps for each account to be disconnected.
     
Task 5: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Log in to the new Online/Mobile Banking platform and download your QuickBooks Web Connect file.
     
  2. Click File> Utilities> Import> Web Connect Files.

    NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
     
  3. If prompted for connectivity type, select Web Connect.
     
  4. Click the Import new transactions now radio button, then click OK.

    NOTE: If you previously removed the check from the "Always give me the option of saving to a file. . ." option, then this dialog will not display.
     
  5. In the Select Bank Account dialog, click Use an existing QuickBooks account.
     
  6. In the corresponding drop-down list, select your QuickBooks account, and click Continue.
     
  7. Confirm the prompt by clicking OK.
     
  8. Repeat steps for each account to be reconnected.

    IMPORTANT: Verify that all transactions downloaded successfully into your account registers.
     
Task 6: Re-enable Express Mode (if necessary)


NOTE: If you prefer Classic Mode (Register Mode), you are finished with your conversion. If you use Express Mode for Online Banking, you may now re-enable the mode.

To re-enable Express Mode register mode (Optional) Go to Edit> Preferences> Checking> Company Preferences> select Express Mode.

Quicken For Mac Conversion Instructions — EWC to DC Expand/Colapse

Documentation and Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Save a Backup.
     
  2. Download the latest Quicken Update. Go to Quicken > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Update Selected Online Account.
     
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
     
Task 3: Disconnect Accounts in Quicken on or after August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Settings.
     
  3. Select Troubleshooting > Deactivate Downloads.
     
  4. Repeat steps for each account to be disconnected.
     
Task 4: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Settings.
     
  3. Select Set up transaction download.
     
  4. Enter Credit Union 1 in the Search field, select the institution name in the Results list and click Continue
     
  5. Enter your Direct Connect User ID and Password and click Continue.
     
  6. If the bank requires extra information, enter it to continue.

    NOTE: Select “Direct Connect” for the “Connection Type” if prompted.
     
  7. In the “Accounts Found” screen, associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

    IMPORTANT: Do NOT select “ADD” under the action column unless you intend to add a new account to Quicken.
     
  8. Select Finish.

Quicken For Mac Conversion Instructions — EWC to EWC Expand/Colapse

Documentation and Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Save a Backup.
     
  2. Download the latest Quicken Update. Go to Quicken > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Update Selected Online Account.
     
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing.
     
Task 3: Disconnect Accounts in Quicken on or after August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Settings.
     
  3. Select Troubleshooting > Deactivate Downloads.
     
  4. Repeat steps for each account to be disconnected.
     
Task 4: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Settings.
     
  3. Select Set up transaction download.
     
  4. Enter Credit Union 1 in the Search field, select the name in the Results list and click Continue
     
  5. Enter your User ID and Password and click Continue.
     
  6. If the bank requires extra information, enter it to continue.

    NOTE: Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted.
     
  7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

    IMPORTANT: Do NOT select “ADD” under the action column.
     
  8. Select Finish.

Quicken For Mac Conversion Instructions — WC to DC Expand/Colapse

Documentation & Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Save a Backup.
     
  2. Download the latest Quicken Update. Go to Quicken > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Update Selected Online Account.
     
  3. Sign in to online banking and download transactions for an account.
     
  4. Import the transactions.
     
  5. Repeat steps for each account that you use for online banking or investing.
     
Task 3: Connect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Select your account in the Accounts list on the left sidebar.
     
  2. Choose Accounts menu > Settings.
     
  3. Select Set up transaction download.
     
  4. Enter Credit Union 1 in the Search field, select the institution name in the Results list and click Continue
     
  5. Enter your Direct Connect User ID and Password and click Continue.
     
  6. If the bank requires extra information, enter it to continue.

    NOTE: Select “Direct Connect” for the “Connection Type” if prompted.
     
  7. In the “Accounts Found” screen, associate each new account to accounts in your Quicken data file. Under the Action column, select “Link” to pick your existing account. When complete, click Finish.

    IMPORTANT: Do NOT select “ADD” under the action column unless you intend to add a new account to Quicken.

Quicken For Mac Conversion Instructions — WC to WC Expand/Colapse

Documentation & Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Save a Backup.
     
  2. Download the latest Quicken Update. Go to Quicken > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Update Selected Online Account.
     
  3. Sign in to online banking and download transactions for an account.
     
  4. Import the transactions.
     
  5. Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
     
Task 3: Connect Accounts on the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Select your account under the Accounts list on the left side.
     
  2. Choose Accounts menu > Settings.
     
  3. Select Set up transaction download.
     
  4. Enter Credit Union 1 in the Search field, select the name in the Results list and click Continue
     
  5. Log in to the new Online/Mobile Banking platform. Download a file of your transactions to your computer.

    NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
     
  6. Drag and drop the downloaded file into the box Drop download file.

    NOTE: Select “Web Connect” for the “Connection Type” if prompted.
     
  7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

    IMPORTANT: Do NOT select “ADD” under the action column unless you intend to add a new account to Quicken.
     
  8. Click Finish.
     
  9. Repeat steps for each account to be connected.

Quicken For Windows — EWC to DC Expand/Colapse

Documentation & Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Backup and Restore > Backup Quicken File.
     
  2. Download the latest Quicken Update. Go to Help > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Choose Tools menu > One Step Update.
     
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
     
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
     
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

    NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.
     
Task 3: Disconnect Accounts in Quicken on or after August 20, 2019

 

  1. Choose Tools menu > Account List.
     
  2. Click the Edit button of the account you want to deactivate.
     
  3. In the Account Details dialog, click on the Online Services tab.
     
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
     
  5. Click on the General tab.
     
  6. Remove the financial institution name and account number. Click OK to close the window.
     
  7. Repeat steps for each account to be disconnected.
     
Task 4: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Choose Tools menu > Account List.
     
  2. Click the Edit button of the account you want to activate.
     
  3. In the Account Details dialog, click on the Online Services tab.
     
  4. Click Set up Now.
     
  5. Use Advanced Setup to activate your account.
     
  6. Enter Credit Union 1 in the search field, select the name in the list and click Next.
     
  7. If presented with the Select Connection Method screen, select Direct Connect.
     
  8. Type your Direct Connect User ID and Password and click Connect.
     
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

    IMPORTANT: Do NOT select Add to Quicken unless you want to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore - Don't Download into Quicken.
     
  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
     
  11. Click Done or Finish.

Quicken For Windows Conversion Instructions — EWC to EWC Expand/Colapse

Documentation & Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Backup and Restore > Backup Quicken File.
     
  2. Download the latest Quicken Update. Go to Help > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Choose Tools menu > One Step Update.
     
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
     
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
     
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

    NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.
     
Task 3: Disconnect Accounts in Quicken on or after August 20, 2019

 

  1. Choose Tools menu > Account List.
     
  2. Click the Edit button of the account you want to deactivate.
     
  3. In the Account Details dialog, click on the Online Services tab.
     
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
     
  5. Click on the General tab.
     
  6. Remove the financial institution name and account number. Click OK to close the window.
     
  7. Repeat steps for each account to be disconnected.
     
Task 4: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Choose Tools menu > Account List.
     
  2. Click the Edit button of the account you want to activate.
     
  3. In the Account Details dialog, click the Online Services tab.
     
  4. Click Set up Now.
     
  5. Use Advanced Setup to activate your account.
     
  6. Enter Credit Union 1 in the search field, select the name in the list and click Next.
     
  7. If presented with the Select Connection Method screen, select Express Web Connect.
     
  8. Enter your User ID and Password. Click Connect..

    NOTE: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.
     
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

    IMPORTANT: Do NOT select Add to Quicken unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.
     
  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
     
  11. Click Done or Finish.

Quicken For Windows — WC to DCExpand/Colapse

Documentation & Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Backup and Restore > Backup Quicken File.
     
  2. Download the latest Quicken Update. Go to Help > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Download your Quicken Web Connect file from the current Online/Mobile Banking platform.
     
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
     
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
     
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

    NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.
     
Task 3: Disconnect Accounts in Quicken on or after August 20, 2019

 

  1. Choose Tools menu > Account List.
     
  2. Click the Edit button of the account you want to deactivate.
     
  3. In the Account Details dialog, click on the Online Services tab.
     
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
     
  5. Click on the General tab.
     
  6. Remove the financial institution name and account number. Click OK to close the window.
     
  7. Repeat steps for each account to be disconnected.
     
Task 4: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Choose Tools menu > Account List.
     
  2. Click the Edit button of the account you want to activate.
     
  3. In the Account Details dialog, click on the Online Services tab.
     
  4. Click Set up Now.
     
  5. Use Advanced Setup to activate your account.
     
  6. Enter Credit Union 1 in the search field, select the name in the list and click Next.
     
  7. If presented with the Select Connection Method screen, select Direct Connect.
     
  8. Type your Direct Connect User ID and Password and click Connect.
     
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

    IMPORTANT: Do NOT select Add to Quicken unless you want to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.
     
  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
     
  11. Click Done or Finish.

Quicken For Windows Conversion Instructions — WC to WC Expand/Colapse

Documentation and Procedures

Task 1: Conversion Preparation

 

  1. Backup your data file. Go to File > Backup and Restore > Backup Quicken File.
     
  2. Download the latest Quicken Update. Go to Help > Check for Updates.
     
Task 2: Optional Task — Complete a final download before August 20, 2019

 

  1. Download your Quicken Web Connect file from the current Online/Mobile Banking platform.
     
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
     
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for Online Banking or investing.
     
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

    NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.
Task 3: Disconnect Accounts in Quicken on or after August 20, 2019

 

  1. Choose Tools menu > Account List.
     
  2. Click the Edit button of the account you want to deactivate.
     
  3. In the Account Details dialog, click on the Online Services tab.
     
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
     
  5. Click on the General tab.
     
  6. Remove the financial institution name and account number. Click OK to close the window.
     
  7. Repeat steps for each account to be disconnected.
     
Task 4: Reconnect Accounts to the new Online/Mobile Banking platform on or after August 20, 2019

 

  1. Download your Quicken Web Connect file from the new Online/Mobile Banking platform.

    NOTE: Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.
     
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
     
  3. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.

    IMPORTANT: Do NOT select Create a new account unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken or click the Cancel button.
     
  4. Repeat steps for each account to be reconnected.
Close