Our new Digital Banking experience, launched on December 6, 2021, does not include a direct interface with Quicken.

Please note that we are not able to support QuickBooks at this time.

Q. How do I reconnect my Credit Union accounts with Quicken?

A. You will need to establish a new connection from within Quicken, either by connecting directly using your Digital Banking credentials or by downloading a file from Digital Banking and importing it into Quicken.

1. Deactivate your existing Credit Union connection:

• Choose Tools > Account List
• Click Edit on the account to deactivate
• In Account Details, click Online Services
• Click Deactivate. Follow prompts to confirm deactivation
• Click the General tab
• Delete Financial Institution and Account Number information. Click OK to close window
• Repeat steps for any additional accounts that apply

2. Re-establish the Digital Banking connection for your accounts

• Option 1: Direct Connect or Express Web Connect
• Choose Tools > Account List
• Click Edit on the account you want to activate
• In Account Details, click Online Services and then choose Set up Now
• Type the Credit Union’s name in the search field and click Next
• Enter your Digital Banking credentials
• Ensure you associate the accounts to the appropriate accounts already listed in Quicken. 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. 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.
• After all accounts have been matched, click Next and then Done.


• Option 2: Web Connect
• Download a Quicken Web Connect file from Digital Banking using the Export/Quicken link for each account/share
• In Quicken, choose File > File Import > Web Connect (.QFX) File
• Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens
• Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken
• Repeat this step for each account you have connected to the Credit Union

• Option 1: Direct Connect and Quicken Connect
• Click your account in the Accounts list on the left side
• Choose Accounts > Settings
• Select Set up transaction download
• Enter the Credit Union’s name in the search field, select the correct option, and click Continue
• Enter your Digital Banking credentials
• 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
• Click Finish

• Option 2: Web Connect
• Select your account under the Accounts list on the left side
• Choose Accounts > Settings
• Select Set up transaction download
• Enter the Credit Union’s name in the search field, select the correct option, and click Continue
• Log in to Digital Banking and download your transactions to your computer using the Export/Quicken link for each account/share
  Important: 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
• Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted
• In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click 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
• Click Finish

A. To download your account transactions, use the Export/Quicken link for each account/share.