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
- 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.
- 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
- Choose Tools menu > Account List.
- Click the Edit button of the account you want to deactivate.
- In the Account Details dialog, click on the Online Services tab.
- 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.
- Click on the General tab.
- Remove the financial institution name and account number; leave the fields blank. Click OK to close the window.
- Repeat steps for each account to be disconnected.
Task 3: Reactivate Your Account(s) at Hudson Valley Credit Union
- Choose Tools menu > Account List.
- Click the Edit button of one of the accounts you want to activate.
- In the Account Details dialog, click the Online Services tab.
- Click Set up Now.
- 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.
- Enter your Internet Banking Username and Password. Click Connect.
- 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.
- 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.
- After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
- Click Done or Finish.
Quicken Connect (Mac)
Disconnect Accounts in Quicken
- Select your account under the Accounts list on the left side.
- Choose Accounts menu > Settings.
- Select Troubleshooting > Deactivate Downloads.
- Repeat steps for each account to be disconnected.
Reconnect Accounts to Hudson Valley Credit Union
- Select your account under the Accounts list on the left side.
- Choose Accounts menu > Settings.
- Select Set up transaction download.
- 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.
- Enter your User Id and Password and click Continue.
- If the financial institution requires extra information, enter it to continue.
NOTE: Select Express Web Connect or Quicken 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, 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.
- Select Finish.