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QuickBooks Guides

UCCU is committed to assuring its members enjoy the best possible experience with Intuit programs, and detailed instructions for reconnecting your accounts in QuickBooks are provided below.

NOTE: For the safety and security of our member’s accounts, UCCU Online Banking no longer supports Direct Connect. Direct Connect is a system that keeps a constant, direct connection between financial institutions and other programs (QuickBooks, Quicken, MoneyDance, etc.). UCCU continues to support Web Connect and Express Web Connect. Web Connect is, simply put, a way you can download your transactions directly from your bank’s website and import them into Quicken. With the Express Web Connect (EWC), Quicken communicates directly with your bank on your behalf.

To read more about the different types of connections click here: https://www.quicken.com/support/how-quicken-connects-your-bank

Important update for QuickBooks users:

UCCU and Intuit have resolved multiple issues regarding connectivity as of 5/25. All issues should have been resolved except for those listed below:

15 or more accounts

If you have 15 UCCU accounts or more to connect with Intuit, you will still run into problems establishing a connection. Intuit engineers are actively working on resolving this issue within Quicken.

Check Numbers / Debits & Credits

Check numbers not showing up in the correct fields and Debit/Credit card transactions showing withdrawals are currently being worked on by UCCU and Intuit.

 

QuickBooks Online Edition

View printable PDF: QuickBooks Online Guide

Step 1: Match Downloaded Transactions

  • If new transactions were received from your connections, 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 2: Deactivate Your Account(s) at UCCU

  • 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 for each account at UCCU.

Step 3: Re-activate Your Account(s) at UCCU

  • Choose Transactions > Banking.
  • In the upper right corner, click Add Account.
  • Enter Utah Community Credit Union, and click Find.
  • Type your User ID and Password. Click Log in.
  • Ensure you associate the accounts for UCCU to the appropriate account already listed under QuickBooks Accounts. You will want to select the matching accounts in the drop-down menu.
     

If you need further assistance with this issue, please contact Intuit directly at 1(800)446-8848.

Quickbooks for Windows

View printable PDF: QuickBooks for Windows Guide

Step 1: Match Downloaded Transactions

  1. If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”.
  2. If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

Step 2: Deactivate Your Account(s) at UCCU

  1. Create a backup of your QuickBooks accounts and update
    • 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
  2. Deactivate each UCCU account
    • Choose Lists menu > Chart of Accounts
    • Click on the account you’d like to disconnect
    • Choose 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 at UCCU

Step 3: Import Transactions from UCCU

  1. Download an account history from UCCU Online Banking
    • Navigate to www.uccu.com through your browser
    • Enter your Login ID and click Login
    • Enter your password and click Submit
    • Select the account tile for the account you would like to download transactions for Quickbooks
    • Click Filters to edit the date range for transactions
    • Click the dropdown button for Time Period and click on Custom Date
    • Enter date range for desired transactions
    • Click Apply Filters
    • Click the Download button (looks like an arrow pointing down)
    • Select Quickbooks (qbo) as the download type
    • Save the file where you can find it if you have the option, or find where the file was saved so you can access it in later steps (If importing several account histories, edit the file names to correspond with the account)
  2. Import file into QuickBooks
    • Click File
    • Click Import
    • Select Web Connect File
    • Select the previously saved .qbo file
    • Click Link to Existing Account and select the existing account name in the dropdown menu that follows
    • Click Continue

If you need further assistance with this issue, please contact Intuit directly at 1(800)446-8848.

QuickBooks for Windows FAQ

1. What happened to Direct Connect?

For the safety and security of our member’s accounts, UCCU Online Banking no longer supports Direct Connect.

2. I am getting an error code OL 222 when attempting to upload a .qbo file of transactions from my bank?

You will need to identify if this is a damage account or an issue with the download or import format. Use the following link to help troubleshoot the error code. https://community.intuit.com/questions/1349829-i-am-getting-an-error-code-ol-222-when-attempting-to-upload-a-qb-file-of-transactions-from-my-bank-bank-says-that-file-is-good-any-help

3. My computer doesn’t seem to recognize the file type when I download my transactions as a Quickbooks (qbo) file?

Try downloading the file from a different web browser

4. I’m seeing duplicate transactions in my register after completing the deactivation/reactivation steps. How do I remove the duplicates?

  • If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting
  • If the transactions have already been accepted to the register, restore a backup file and repeat the reactivation steps

5. I’m seeing duplicate accounts after completing the deactivation/reactivation steps. How do I remove the duplicates?

  • Confirm all accounts have been deactivated including inactive (QuickBooks) accounts
  • If they are, remove/delete downloaded transactions that do not match the register in the Online Banking Center from the incorrect account
  • Repeat the reactivation steps

QuickBooks for Mac

View printable PDF: QuickBooks for Mac

Step 1: Match Downloaded Transactions

  1. If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”.
  2. If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

Step 2: Deactivate Your Account(s) at UCCU

  1. Create a backup of your QuickBooks accounts and update
    • 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
  2. Deactivate each UCCU account
    • Choose Lists menu > Chart of Accounts
    • Click on the account you’d like to disconnect
    • Choose 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 at UCCU

Step 3: Import Transactions from UCCU

  1. Download an account history from UCCU Online Banking
    • Navigate to www.uccu.com through your browser
    • Enter your Login ID and click Login
    • Enter your password and click Submit
    • Select the account tile for the account you would like to download transactions for Quickbooks
    • Click Filters to edit the date range for transactions
    • Click the dropdown button for Time Period and click on Custom Date
    • Enter date range for desired transactions
    • Click Apply Filters
    • Click the Download button (looks like an arrow pointing down)
    • Select Quickbooks (qbo) as the download type
    • Save the file where you can find it if you have the option, or find where the file was saved so you can access it in later steps (If importing several account histories, edit the file names to correspond with accounts.)
  2. Import file into QuickBooks
    • Click File
    • Click Import
    • Select Web Connect File
    • Select the previously saved .qbo file
    • Click Link to Existing Account and select the existing account name in the dropdown menu that follows
    • Click Continue

If you need further assistance with this issue, please contact Intuit directly at 1(800)446-8848.

QuickBooks for Mac FAQ

1. What happened to Direct Connect?

For the safety and security of our member’s accounts, UCCU Online Banking no longer supports Direct Connect.

2. I am getting an error code OL 222 when attempting to upload a .qbo file of transactions from my bank?

You will need to identify if this is a damage account or an issue with the download or import format. Use the following link to help troubleshoot the error code. https://community.intuit.com/questions/1349829-i-am-getting-an-error-code-ol-222-when-attempting-to-upload-a-qb-file-of-transactions-from-my-bank-bank-says-that-file-is-good-any-help

3. My computer doesn’t seem to recognize the file type when I download my transactions as a Quickbooks (qbo) file?

Try downloading the file from a different web browser

4. I’m seeing duplicate transactions in my register after completing the deactivation/reactivation steps. How do I remove the duplicates?

  • If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting
  • If the transactions have already been accepted to the register, restore a backup file and repeat the reactivation steps

5. I’m seeing duplicate accounts after completing the deactivation/reactivation steps. How do I remove the duplicates?

  • Confirm all accounts have been deactivated including inactive (QuickBooks) accounts
  • If they are, remove/delete downloaded transactions that do not match the register in the Online Banking Center from the incorrect account
  • Repeat the reactivation steps

 

Most connectivity problems can be resolved by following the detailed instructions above. If you need further assistance, you can contact Intuit directly at 1 (800) 446-8848. Another option is to schedule a call with a UCCU representative for assistance at (801) 223-8188.


Apply online for a UCCU loanFind a UCCU Branch LocationContact UCCU at (801) 223-8188Email a UCCU expert at support@uccu.com

NCUA Equal Housing Lender
Utah Community Credit Union, PO Box 1900, Provo, Utah 84603-1900, 1 (800) 453-8188. All Rights Reserved. Utah Community Federal Credit Union does business as (DBA) Utah Community Credit Union. Unauthorized account access or use is not permitted and may constitute a crime punishable by law.