Quicken & Quickbooks Integration

Integrate Quicken Transactions

You can access Quicken through Web Connect. Visit the Quicken website to learn more about Web Connect and reference the conversion guides below. Please note: you are not able to perform transactions or pay your bills within Quicken/Quickbooks.

Converting Your Quicken Information

Please follow the reminders and procedures below when converting your Quicken information.

Reminders

• Please ensure that you can log into Internet Banking without issue before establishing a new Quicken connection.
• Before using Quicken you should also ensure that you have the proper backups for your system. When you purchase the Quicken program, it usually comes with a license agreement that includes support directly from Intuit directly. If these steps do not work, you will have to get Quicken support.

Documentation and Procedures

It is important that you perform the following instructions exactly as described, and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Updates and follow the instructions.
   
   

Express Web Connect (Windows)

Task 2: Deactivate Your Account(s) At Hudson Valley Credit Union

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 on Deactivate. Follow the prompts to confirm the deactivation. Note: If you encounter an error, go back to the account register and ensure all downloaded transactions are reconciled.
5. Click on the General tab.
6. Remove the financial institution name and account number; leave the fields blank. Click OK to close the window.
7. Repeat steps for each account to be disconnected.

Task 3: Reactivate Your Account(s) at Hudson Valley Credit Union

1. Choose Tools menu > Account List.
2. Click the Edit button of one of the accounts you want to activate.
3. In the Account Details dialog, click the Online Services tab.
4. Click Set up Now.
5. Enter Hudson Valley Credit Union in the search field, select the name in the list and click Next. Note: DO NOT SELECT HUDSON VALLEY CREDIT UNON or any other variation of our name. If you do, click the Back button and select the correct name.
6. Enter your Internet Banking Username and Password. Click Connect.
7. You will be prompted to have an Authorization Code sent to you. Click on this option and enter the code in the field sent to your desired device.
8. 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.
9. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
10. Click Done or Finish.

Quicken Connect (Mac)

Disconnect Accounts in Quicken

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.

Reconnect Accounts to Hudson Valley Credit Union

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 Hudson Valley Credit Union in the Search field, select the name in the Results list and click Continue. Note: DO NOT SELECT HUDSON VALLEY CREDIT UNON or any other variation of our name. If you do, click the Back button and select the correct name.
5. Enter your User Id and Password and click Continue.
6. If the financial institution requires extra information, enter it to continue.
7. NOTE: Select Express Web Connect or Quicken Connect for the Connection Type, if prompted.
8. 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 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.
9. Select Finish.

Integrate Quickbooks Transactions

You can access Quickbooks through Web Connect. Visit the Quicken website to learn more about Web Connect. Please note: you are not able to perform transactions or pay your bills within Quicken/Quickbooks.

Documentation and Procedures

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

Task 1: Deactivate Accounts

NOTE: All transactions must be matched or added to the register prior to deactivating your account(s).

1. Choose Lists menu > Chart of Accounts.
2. Select the account you want to deactivate.
3. Choose 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 2 – 6 for each account at Hudson Valley Credit Union.
8. Backup your data file.

Task 2: Reconnect Your Accounts:

1. From the Banking menu, select Bank Feeds, then Set Up Bank Feed for an Account.
2. In the Enter your bank’s name field, type in the name of your bank or financial institution.
3. From My Company login page, log in using your Intuit account credentials.
4. Enter your online banking account credentials, then select Connect. QuickBooks will connect to the bank’s server.
5. Select the account(s) you want to connect to QuickBooks, then select Connect.
6. Select Close.
7. From the Banking menu, select Bank Feeds, then Bank Feeds Center.
8. In the Bank Accounts list, select the account you need to download for.
9. Select the Download Transactions.
10. Once completed, select Transaction List to process the transactions.

Issue: Cannot Find Financial Institution Name “Hudson Valley Credit Union” When Signing In

This issue occurs because the Quicken application or the financial institution list in Quicken is not up-to-date. It can be resolved in the following ways:

Quicken for Windows

To update Quicken:

1. Go to Help > Check for Updates. If you do not see the Check for Updates option, follow the Update Quicken via One Step Update instructions below.
2. If an update is available, a prompt will appear giving you the option to install it.
3. Click Yes to install the update.

Note: You'll need to exit Quicken to run the update program.  When you exit, all of your work is saved, and you can pick up where you left off as soon as the update finishes.

Update Quicken via One Step Update

If you do not see the Check for Updates option, you can update via the One Step Update by following these steps:

1. Select Tools > One Step Update.
2. Click Update Now.
3. If an update is available, Quicken displays a message with a link to a description of what's in the update, as well as a button to download the update. The Download Update button needs to be clicked to initiate the patch download.

If the application is up-to-date:

First, download a new financial institution list:

1. In the upper left, choose Tools > Online Center.
2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
3. In the dialog box that is displayed, check the box for Download FI list and click the Refresh button.
4. Close the Online Center.
5. Exit and Re-launch Quicken.
6. Go to Tools > One Step Update.
7. Clear all check boxes, except for Download Quotes, to create a "blank" update.
8. Click Update Now.
9. When Update is complete, exit and re-launch Quicken.
10. Complete the Add Account (or Activate Account) procedure.

Second, refresh branding & profile: 

To resolve download issues in a Direct Connect account you'll need to refresh your financial institution's branding server and profile information. This can be done by following the directions below:

1. In the upper left, choose Tools > Online Center.
2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
3. In the dialog box that is displayed, select the problem account from the drop down menu.
4. With the account selected, check the box for Financial Institution Branding and Profile and click on the Refresh button.
5. Repeat steps 2-4 for each account that is having problems.
6. Click the Update/Send button at the top of the Online Center to complete the connection.
   
   

Quicken for Mac

To Update Quicken for Mac:

1. Select the Quicken menu > Check for Updates.
2. If there is an update available, you will get a dialog box with what is included in the latest release and the option to:

• Skip This Version – This is not recommended. The software update contains important fixes and enhancements that may impact you.
• Remind Me Later – If you chose this option, you will be reminded to update to the latest release of the software next time you open it.
• Install Update – This will install the latest update (recommended).

Also, you can check the box above these options to automatically download and install the latest updates in the future, so you'll no longer have to check to see if updates are available. They'll install on their own.

If there aren't any updates available, you'll be presented with a window that says you're already up-to-date.

Check out the Quicken Updates to find out what's in the latest update, to see what release you're running, or get troubleshooting info in case you run into a problem with the update.

If the application is up to date:

1. Click on Accounts at the top of your screen, then select New, and choose the account type (or one of the account types) you want to add (for example: Checking, Savings, Credit Card).
2. Click on My bank is not on the list at the bottom left corner of the Add [account type] window.
3. Click the Update List button to start the refresh process.
4. Click Show List when the update is complete.
5. Search for your financial institution again.

Issue: Duplicate Transactions Appear After Completing Reactivation

This is usually caused by overlapping a date range when importing your Web Connect file. You may discover that your register is out of balance or that you are being asked to add an adjustment during reconciliation. Depending on the number of duplicate transactions imported, the best solution may be to restore your backup file created earlier in the conversion process. If there are not many transactions, you can delete them prior to, or after accepting them to the register.

Note: This can also be caused by a preference that is available in Quicken for Windows, Automatically add downloaded transactions to register.

Follow the steps below to correct duplicate transactions:

Quicken for Windows

If your transactions have not been accepted to the register, they can be deleted one-by-one prior to accepting.

If your transactions have already been accepted to the register, they can be deleted one-by-one, or multiple transactions can be deleted at one time. If you have too many transactions to delete, you may consider restoring a backup file. Ensure you select the correct date range when importing the Web Connect file to the restored backup.

Express Web Connect Only: Duplicate transactions may occur due to the 90 day look back option available when downloading transactions. These transactions need to be manually deleted from your register. They can be deleted one-by-one, or multiple transactions can be deleted at one time.

Quicken for Mac

If your transactions have not been accepted to the register, they can be deleted one-by-one prior to accepting.

If your transactions have already been accepted to the register, they can be deleted one-by-one from the register. If there are too many transactions to delete, restore your backup file. Ensure you select the correct date range when importing the Web Connect file to the restored backup.

Express Web Connect only: Duplicate transactions may occur due to the 90 day look back when downloading transactions. These transactions need to be manually deleted from the register. They can only be deleted one-by-one.

QuickBooks for Windows or Mac

If your transactions have not been accepted to the register, they can be deleted one-by-one prior to accepting.

If your transactions have already been accepted to the register, restore your backup file. Ensure you select the correct date range when importing the Web Connect file to the restored backup.

Issue: Duplicate Accounts Appear After Completing Reactivation

If you selected Create a new account when importing the Web Connect file, or you were unable to find your account in the drop down menu and created a new account anyway, then you may have duplication of your accounts after completing reactivation. If the account is not deactivated, it will not appear in the drop down menu.

• First, confirm all accounts have been deactivated including hidden (Quicken), or inactive (QuickBooks) accounts.
• If all of your accounts are not deactivated, delete the duplicate account from the account list, then import the Web Connect file ensuring you select Use existing account and select the correct account.
• If you are not able to find your account in the drop down list, refer to Intuit connectivity support for further assistance.

Issue: Incorrect Account is Activated During Web Connect File Import

• Open the account register for the account that you linked incorrectly.
• If the transactions have not been accepted to the register, they can be deleted one-by-one prior to accepting. After deleting the downloaded transactions, deactivate the account then import the Web Connect file ensuring you select Use existing account and select the correct account.
• If the transactions have already been accepted to the register, restore a backup file. Ensure that you select the correct account to link to when importing the Web Connect file to the restored backup.

Issue: Unable to Deactivate Account

This may be caused by data issues with your file. After following the steps in the appropriate FAQ below, attempt to deactivate your account. If the issue still persists, refer to Intuit connectivity support for further assistance.

Click on the product name to view the FAQ:

Quicken for Windows & Mac

QuickBooks for Windows & Mac