Utah Community Credit Union

Quicken & QuickBooks Direct Connect

Direct Connect technology allows you to easily download transaction history from your UCCU accounts directly into your Quicken or QuickBooks software.

  • Quicken is designed for personal financial management. It is primarily a budgeting product to help you manage your spending, savings, investments and assets.
  • QuickBooks is designed for businesses. With QuickBooks you can create invoices, track and categorize business expenses and quickly figure out where you're making money or not.

Quicken & Quickbooks Direct Connect Faq

Q: How do I enroll for Direct Connect with Utah Community Credit Union?
A: If you are signed up for UCCU's online banking, then you are already signed up for Direct Connect. You will need to enter your account number and your password for Personal Branch into the Quicken or Quickbooks software.

Q: How Secure is Direct Connect?
A: Quicken transmits data securely via SSL encryption and uses financial institution-level network and facility security. More about security.

Q: How do I troubleshoot problems with Direct Connect?
A: Click here to connect to Intuit's Quicken Personal Finance Software Support site.



System Upgrade Conversion Instructions

Since account numbers are changing, members who use Quickbooks, Quicken, or Mint will need to reconnect to these systems post-conversion. There are 16 different guides based on the operating system and type of Quicken product being used.

Members should perform the instructions exactly as described and in the order presented. If not, online banking connectivity may stop functioning properly. This conversion should take 15-30 minutes.
 

Express Web Connect to Express Web Connect

  1. QuickBooks Online Edition
  2. Quicken for Mac 2015-2017
  3. Quicken for Windows

 

Direct Connect to Web Connect

  1. QuickBooks for Mac
  2. QuickBooks for Windows
  3. Quicken for Mac 2015-2017
  4. Quicken for Mac 2007
  5. Quicken for Windows

 

Direct Connect to Express Web Connect

  1. Quicken for Mac 2015-2017
  2. Quicken for Windows

 

Web Connect to Web Connect

  1. QuickBooks for Mac
  2. QuickBooks for Windows
  3. Quicken for Mac 2015-2017
  4. Quicken for Mac 2007
  5. Quicken for Windows

 

Other

  1. Mint

 

NCUA Equal Housing Lender
Utah Community Credit Union, PO Box 1900, Provo, Utah 84604, 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.