Instructions for QuickBooks Online Users

• To update your connection

  1. Go to Transactions, then select Bank transactions.
  2. In the Link account ▼ dropdown, select Manage connections. Then toggle on the switch for any additional account you want to connect.

  To add a new connection

  1. Go to Transactions, then select Bank transactions.
  2. Select Link Account.
  3. Enter UFCU (TX) in the Search field, then select it.
  4. Enter your UFCU login information in the Login and Password fields, then select Continue. 
  5. Select the account that you want to connect and the date from which to begin pulling transactions from the dropdown menu. Then, select Next.
  6. Select your account type on the Account type ▼ dropdown, then select Next.
     Note: Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.

Quicken Instructions for Microsoft^® Windows^® Users

• 1. Back up your Quicken Classic Windows Data File. Go to File » Backup and Restore » Backup Quicken File.
  
  
  2. Download the latest Quicken Update. From Quicken, go to Help » Check for Updates.
  
  
  3. Deactivate your online banking connection for accounts connected to UFCU.
  1. Choose Tools » Account List. Then select Accounts » Edit.
  2. Click Edit on the account to deactivate.
  3. In Account Details, click Online Services.
  4. Click Deactivate. Follow prompts to confirm deactivation.
  5. Click the General tab.
  6. Delete UFCU and your account number information. Click OK to close the window.
  7. Repeat these steps for any additional accounts that apply.
  4. Reconnect the online banking connection for your accounts.
  1. Choose Tools » Account List.
  2. Click Edit on the account you want to activate.
  3. In Account Details, click Online Services and then choose Set Up Now.
  4. Enter UFCU as your financial institution and click Next.
     Express Web Connect uses the same credentials as your UFCU login information.
  5. Ensure you associate the accounts with the appropriate accounts already listed in Quicken.
  1. Select Link to an existing account and select the matching accounts in the drop-down menu.
     Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken.
  2. If you are presented with accounts, you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.
  6. After all accounts have been matched, click Next and then Done.

Quicken Instructions for Apple^® Users

• 1. Back up your Quicken Classic Mac Data File.
  1. Choose File » Save a Backup.
  2. Download the latest Quicken Update. Choose Quicken » Check for Updates.
  
  
  3. Activate the online banking connection for accounts connected to the financial institution that is requesting this change.
  1. Click your account in the Accounts list on the left side.
  2. Choose Accounts » Settings.
  3. Select Downloads, and then Connect Account.
  4. Enter UFCU in the search field, select the correct option and click Continue.
  5. Select Quicken Connect and enter your UFCU login information.
     Express Web Connect uses the same credentials you use for your institution’s online banking login.
  4. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
     Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken
  
  
  5. Click Finish.