Utah Community Credit Union

UCCU Quicken, Quickbooks & Mint Users

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Quicken & Quickbooks

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General FAQ

1. Why do I need to deactivate and reactivate my Quicken/Quickbooks Connection?

Because of the recent system update, Quicken and QuickBooks users will have to disconnect from the old UCCU server and connect with our new Online Banking server.

2. What happens if I don’t deactivate and reactivate my Quicken/Quickbooks Connection?

If you do not deactivate and reactivate each of your accounts after the upgrade, you will not be able to download your account and transaction.

3. What are the steps to deactivate and reactivate my Quicken/Quickbooks Connection?

Links to instructions can be found on UCCU's Quicken and QuickBooks main page.

4. How does Quicken/Quickbooks connect to UCCU Online Banking?

Quicken or QuickBooks can connect to your UCCU account using one of two methods, Express Web Connect or Web Connect.

  • Express Web Connect is a method which allows account and transaction information to be automatically downloaded to Quicken or QuickBooks Online. During setup for this method, the user enters their UCCU Online credentials within Quicken or QuickBooks Online. In this case there is a one-way communication from UCCU Online to your Quicken or QuickBooks Online software.
  • Web Connect is a method in which the user downloads a file that contains their account and transaction information from UCCU Online and imports this file into Quicken or QuickBooks. In this case there is no direct communication between UCCU Online and your Quicken/QuickBooks software.

5. What if I need help with the deactivation and reactivation steps?

If you need assistance completing these instructions, please contact Intuit directly at 1 (800) 446-8848. Another option is to call a UCCU representative for assistance at (801) 223-8188.

Quicken FAQ

1. I can’t find UCCU in my list of Financial Institutions, my only option is “UCCU Web Download Only”?

If you’re only able to find “UCCU Web Download Only” when searching for “UCCU” It probably means that Quicken hasn’t automatically updated the financial directory file (FIDIR). You can manually update the FIDIR file by following this Step-by-Step Guide.

2. Quicken says there are transactions to accept but I do not see any. What do I do?

See Quicken's guide here: 

https://www.quicken.com/support/quicken-says-there-are-transactions-accept-i-do-not-see-any

4. After re-connecting my bank account my balances aren’t matching correctly.

Please review transactions in quicken for the previous couple months, ensure there are no duplicate transactions. For further assistance in reconciling those accounts please contact Intuit at 1 (800) 446-8848.

5. When I attempt to add an account in Quicken I get a “CHECKING_CREDENTIALS (0)” or “103” error.

6. 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, they can be deleted one by one, or multiple transactions can be deleted at one time. If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer; restore a backup file. (Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.)

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

  • First, confirm all accounts have been deactivated including hidden (Quicken) accounts
  • If they are, delete the duplicate account from the account list, and then repeat the reactivation steps. If you do not know how to delete an account, follow the steps below
  • Choose the Tools menu > Accounts List
  • Click the Edit button next to the account you want to delete
  • In the Account Details box, click Delete Account
  • In the confirmation dialog, type Yes
  • Click OK
  • Follow through the reactivation steps provided on the Quicken page

Quickbooks 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 damaged 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.

Please try downloading the file from a different web browser. Some members have experienced problems downloading Quickbooks (qbo) files from Safari.

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, they can be deleted one by one, or multiple transactions can be deleted at one time. If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer; restore a backup file. (Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.)

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

  • First, 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

Mint FAQ

2. All my accounts are showing. How can I exclude an account in Mint?

4. Should I just delete my old account and start a new account?

You can, however, starting a new account will only import transactions from the past 90 days. If you want to keep a record of transactions beyond that, there are 2 options. First, you should export transactions to your personal computer (Under the transactions tab, select the account, then click export all transactions). If you want to keep those transactions accessible within Mint, DO NOT DELETE the old account. You need to hide the old account, and then create a new account.

*Intuit has discontinued support of Quicken 2013 and QuickBooks 2013 as of May 31, 2016. Support for Quicken 2014 discontinued on April 30, 2017 and support for QuickBooks 2014 discontinued on May 31, 2017.


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

   
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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.