- Introduction, As, Visions Federal Credit Union, completes its system conversion, you will need to modify your Quicken 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 User ID and Password for each Financial Institution. Note:, Quicken Express Web Connect, uses the same User ID and Password as your financial institution’s website. 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. Thank you for making these important changes!, Documentation and Procedures, Step 1: Conversion Preparation Backup your data file. For instructions to back up your data file, choose, Help, menu >, Search, . Search for Backing Up, select, Backing up data files, , and follow the instructions. Download the latest Quicken Update. For instructions to download an update, choose, Help, menu >, Search, . Search for Updates, select “Check for Updates,” and follow the instructions. Step 2: Connect to Visions Federal Credit Union for a final download before 11/4/2018 Select your account under the, Accounts, list on the left side. Choose, Accounts, menu >, Update Selected Online Account, . Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing. Step 3: Disconnect Accounts at Visions Federal Credit Union on or after11/6/2018 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. Step 4: Reconnect Accounts to Visions Federal Credit Union on or after11/13/2018 Select your account under the, Accounts, list on the left side. Choose, Accounts, menu >, Settings, . Select, Set up transaction download., Enter, [Financial Institution B], in the, Search, field, select the name in the, Results, list and click, Continue, . Enter your, User Id, and, Password, and click, Continue, . If the bank 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. Note: Do, NOT, select “, ADD, ” under the action column. Select, Finish, .
- Documentation and Procedures, Step 1: Conversion Preparation, Backup your data file. For instructions to back up your data file, choose, Help, menu >, Search, . Search for, Backing Up Your Data, and follow the instructions. Download the latest Quicken Update. For instructions to download an update, choose, Help, menu >, Search, . Search for, Update Software, and follow the instructions., Step 2: Connect to, Visions Federal Credit Union, for a final download before, 11/4/2018, Download your Quicken Web Connect file from https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login Click, File, >, File Import, >, Web Connect File, . Locate and select the Web Connect file to import. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing. 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., Step 3: Disconnect Accounts at, Visions Federal Credit Union, on or after, 11/6/2018, 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, Deactivate, . Follow the prompts to confirm the deactivation. Click on the, General, tab. Remove the financial institution name and account number. Click, OK, to close the window. Repeat steps for each account to be disconnected., Step 4: Reconnect Accounts to, Visions Federal Credit Union, on or after, 11/13/18, Download your Quicken Web Connect file from https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login 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. Click, File, >, File Import, >, Web Connect File, . Locate and select the Web Connect file to import., 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. Note: 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. Repeat steps for each account to be reconnected.
- Introduction, As Visions Federal Credit Union completes its system conversion to, you will need to modify your QuickBooks 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 User ID and Password for each Financial Institution. You should perform the following instructions…, Documentation and Procedures, Step 1: Conversion Preparation Backup your data file. For instructions to back up your data file, choose, Help, menu >, QuickBooks Help, . Search for, Back Up, and follow the instructions. Download the latest QuickBooks Update. For instructions to download an update, choose, Help, menu >, QuickBooks Help, . Search for, Update QuickBooks, , then select, Update QuickBooks, and follow the instructions. 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. Switch to single user mode. For instructions to switch to single user mode, choose, Help, menu >, QuickBooks Help, . Search for, Switch to Single User Mode, and follow the instructions. 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. Enable Classic Mode (Register Mode). For instructions to enable Classic Mode (Register Mode), choose, Help, menu, >QuickBooks Help, . Search for, Banking Feed Modes, , select, Bank Feeds Modes overview, , scroll down, and follow the instructions. Step 2: Connect to [Financial Institution A] for a final download before 11/4/2018 Log in to, Visions Federal Credit Union, and download your, QuickBooks Web Connect, file. Click, File, >, Utilities, >, Import, >, Web Connect Files, . Link your bank account with the existing QuickBooks account and click, Continue, . Repeat steps for each account. Step 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. Step 4: Disconnect Accounts at Visions Federal Credit Union on or after 11/6/2018 Choose the, Lists, menu >, Chart of Accounts, . Select the account you want to deactivate. Click, Edit, menu >, Edit Account, . Click on the, Bank Feed Settings, tab in the, Edit Account, window. Select, Deactivate All Online Services, and click, Save & Close, . Click, OK, for any dialog boxes that may appear with the deactivation. Repeat steps for each account to be disconnected. Step 5: Reconnect Accounts to Visions Federal Credit Union on or after 11/13/2018 Log in to https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login and download your QuickBooks Web Connect file. 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. If prompted for connectivity type, select, Web Connect, . 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. In the, Select Bank Account, dialog, click, Use an existing QuickBooks, account. In the corresponding drop-down list, select your QuickBooks account, and click, Continue, . Confirm the prompt by clicking, OK, . Repeat steps for each account to be reconnected. Note: Verify that all transactions downloaded successfully into your account registers. Step 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. For instructions to enable Express Mode, choose, Help, >, QuickBooks Help, . Search for, Banking Feed Modes, , then select, Bank Feed Modes overview, , and follow the instructions.
- Introduction, As, Visions Federal Credit Union, completes its system conversion, you will need to modify your QuickBooks Online Edition 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, [User ID and Password], for the, Visions Federal Credit Union, website. 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., 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. Note: QuickBooks Online edition connectivity services may be interrupted up to 3-5 business days…, Manually Import Transactions, . Choose, Transactions, >, Banking, . In the upper right corner, click, Add Account, . Enter, Visions Federal Credit Union, and click, Find, . Click the link for, Visions Federal Credit Union, . Type your, User Id, and, Password, and click, Log In, . If the bank requires extra information, enter it to continue. Choose an, account type, for each account you’re connecting. Click, Connect, to download up to 90 days of transactions. Note: If you need a shorter date range, click, Need a shorter date range?, at the top and choose between, ,, 7, , or, 30, days. After your download finishes, click the, New Transactions, tab to see what was downloaded. Step 2:Match Downloaded Transactions If new transactions were received from your connection, accept all new transactions on the, Transactions, >, Banking, page. Simply check off all the New/Matched transactions and click, Batch Action, to ", Accept Selected, ". If you need assistance matching transactions, choose, Help menu, >, Search for, Matching Transactions, and follow the instructions. Step 3:Deactivate Your Account(s) At Visions Federal Credit Union on or after 11/6/2018 Choose, Transactions, >, Banking, . Click on the account you'd like to disconnect, then click the, Pencil Icon, . Click on, Edit Account Info, . Check the box next to, Disconnect this account on save, . Click, Save, . Repeat steps 2—6 for each account at, Visions Federal Credit Union, . Step 4: Re-activate Your Account(s) at Visions Federal Credit Union on or after 11/13/2018 Choose, Transactions, >, Banking, . In the upper right corner, click, Add Account, Enter, Visions Federal Credit Union, , and click, Find, . Click the link for, Visions Federal Credit Union, . Type your, User ID, and, Password, . Click, Log In, . Ensure you associate the account for, Visions Federal Credit Union, to the appropriate account already listed under, QuickBooks Accounts, . You will want to select the matching accounts in the drop-down menu. Note: 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, . After all accounts have been matched, click, Connect, . When the download is finished click, I'm done. Let’s go!, Step 5: Excluding Duplicate Transactions Choose, Transactions, >, Banking, . In the, New Transactions, section, click the checkboxes for the transactions you want to exclude. Click, Batch Actions, >, Exclude Selected, . Note: If you accidentally exclude a transaction, you can include it again. Step 6: Undo Excluded Transactions Choose, Transactions, >, Banking, . Click the, Excluded, tab. Click the checkboxes for the transactions you want to include. Click, Batch Actions, >, Undo, . Transactions will appear again in the, New Transactions, tab for you to work with. Additional Instructions: Manually Import Transactions Log in to, Visions Federal Credit Union, website at https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login, ., Download one of the following Web Connect files. .qbo (QuickBooks) .qfx (Quicken) In, QuickBooks Online, , choose, Transactions, >, Banking, . In the upper right corner, click, File Upload, . Click Browse and select, Visions Federal Credit Union, Web Connect file from your computer. Click, Next, . In the drop-down menu, select the account where you'd like to upload the transactions. When the download is finished click, I'm done. Let’s go!, After your download finishes, click the, New Transactions, tab to see what was downloaded. Thank you for making these important changes!
- You've probably heard some of the startling student loan statistics out there. With a cumulative debt reaching trillions of dollars nationwide, you may even be one of the undergraduates struggling to pay back the cost of your college degree. Perhaps search Google for the current statistics – the costs keep growing. That's the basic student loan picture. But, what about the other stuff? For the…, All those extra costs..., Books When you factor in the cost of books and other required supplies, student loans may not provide a lot of wiggle room to get the stuff you need to do the actual "college" part of college. While some student loans cover these costs, this one's particularly susceptible to other credit given the price tag. Gas This one's another expensive necessity, especially for commuters who have to gas up…, What To Do With It All, If any of this sounds familiar, you've probably got post-college debt outside of the student loans. Just like school, you're also starting out with a limited income. Or you may be a more established young professional dragging around college debt with high interest rates. Just like those student loan debt stats you've heard about, you're probably also seeing more and more student loan refinance…
- With the cost of college rising every year, students and their parents are searching for more ways to pay tuition and other college-related expenses. Some of the best sources of college funding are scholarships and grants, which usually do not have to be repaid. Students can begin applying for scholarships while they are still in high school and can continue to do so throughout their college…, FAFSA, Grants, and Federal Loans, FAFSA and Grants, Grants are given to students who demonstrate a financial need, based on information provided on the Free Application for Federal Student Aid (FAFSA). Criteria for federal and state aid change from year to year, so students should aim to fill out the FAFSA form every year, even if they think they may not qualify. It is free to file and can be completed online., Federal Student Loans, Even if they do not qualify for scholarships or grant aid, many college students are eligible to take out student loans through various federal programs. It's important to try and maximize the use of these loans before considering other lending sources, as many federal loan programs are subsidized, meaning the government pays the interest on the loan as long as the student is enrolled at an…, Drawbacks of Private Loans and Home Equity Loans , If free money and federal loans cannot fully meet a student's financial needs, there are also private student loans available, but these loans have a few drawbacks. Here are some important things to know about private student loans: Generally made through a bank or loan company, private loans usually require a co-signer. This means that parents—or whoever co-signs—will be liable for the loans if…
- Scholarships and Grants and Loans, Oh My!, Just as Dorothy of Oz felt overwhelmed and lost as she set out to navigate her way through the haunted forest, you too may experience these same feelings as you go about the process of finding financial aid for college tuition. But don't worry just yet. The application process for college is exciting, stressful and chaotic all at the same time. There are many decisions to be made and seemingly…
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- Put simply, a money market is a kind of savings account, but with a few key differences from your traditional options. Money market accounts are designed to be a safe way to get a better dividend rate for people. However, these kinds of accounts generally require a higher minimum deposit. And just like regular savings accounts, money market accounts have NCUA protection which makes them a safe…, Why a money market account?, That makes money market accounts a good option for people looking for the benefits of saving money safely or finding a place to "park" a chunk of money while earning dividends, as well. With a money market account, a person can deposit money into their account whenever they like. On the flip side, if a person wants to get fast access to their money they have that option, too. All in all, this is…
- Once a person learns what a money market account is, they have a logical next question: what can I do with it? That's a good question. After all, it's always good to know what options you have to make your money work better for you. With that in mind, let's take a look at some of the uses of money market accounts. "Parking" your money Let's say you have a chunk of money and you aren't going to…
