- 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, 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, .
- 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 the Help menu and use the Search bar available at the top. Search for Back Up and follow the instructions on screen. The first time you do a backup, QuickBooks will guide you through setting backup preferences. Download the latest QuickBooks Update. For instructions to download an update,…, File > Import > From Web Connect, . 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 the Help menu and use the Search bar available at the top. Search for Updating Your Register, select the article with that name and follow the instructions. …, Lists menu > Chart of Accounts, . Select the account you want to deactivate. Choose, Edit menu > Edit Account, . In the, Edit Account, window, click the, Online Settings, button. In the, Online Account Information, window, choose, Not Enabled, from the, Download Transaction, list and click, Save, . 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 > Import > From Web Connect, . If prompted for connectivity type, select, Web Connect, . The, Account Association, window displays during setup. For each account you wish to download into QuickBooks, click, Select an Account, to choose the appropriate existing account register., Note: Do NOT select “New” under the action column., Click, Continue, . Click OK to any informational prompts. Add or match all downloaded transactions in the, Downloaded Transactions, window. 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.
