QuickBooks Guides

UCCU is committed to assuring its members enjoy the best possible experience with Quicken and Intuit programs. From time to time, one may experience issues linking accounts through Quicken Connect or importing Web Connect files. While a call to Intuit customer support may be necessary in some rare instances, most of these issues can be resolved by reviewing the steps listed below.

NOTE: For the safety and security of our member’s accounts, UCCU Online Banking does not support Direct Connect. UCCU supports connectivity via Web Connect and Express Web Connect. Web Connect is, simply put, a way you can download your transactions directly from online banking and import them into QuickBooks. With Express Web Connect (EWC), QuickBooks communicates directly with your bank on your behalf. Express Web Connect is available to users of QuickBooks Online.

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

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

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
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

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)
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

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

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
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

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.)
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?

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.