Quicken Guides

Step 1: Match Downloaded Transactions

• In order to continue with the troubleshooting, all accounts that have a red flag next to them need to be resolved.
• Go through each account on the left nav bar and resolve each account by accepting all downloaded transactions. If it asks to reconcile accounts, you can take the time to do that, or click finish later

Step 2: Deactivate Your Account(s) from UCCU’s Old Server

• Create a backup of your Quicken accounts.  https://www.quicken.com/support/how-backup-or-restore-your-quicken-data
• Deactivate each UCCU account.
  • Select the Tools Menu and select Account List.
  • Select the account you need to deactivate (all that mention zzz Utah Community Credit Union) and click Edit.
  • In the Account Details window, click the Online Services tab.
  • Click Deactivate.
  • Click Yes to the message asking if you want to disable this service.
• Go through all your accounts that were previously connected to zzz Utah Community Credit Union and make sure all accounts are deactivated. Ensure any hidden accounts are deactivated as well. The reconnection will not work if there is even one account still connected. If the financial institution says “UCCU Online Web Downloads Only” follow this guide.
• Make a note of the date of the last transaction downloaded into each account.
• This step may be slightly different depending upon the type of software you are using. Reference this link for additional information: https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

Step 3: Reconnect Your Account(s) at UCCU

• Download an account history from UCCU Online Banking.
  • Navigate to 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 connect with Quicken.
  • Click Filters to edit the date range for transactions.
  • Click the dropdown button for Time Period and click on Custom Date.
  • Start Date: Select the day before the last downloaded transaction in Quicken for that account.
  • End Date: Select either April 7, 2017, or leave blank to download all transactions through today (For a marginally quicker upload, select April 7, 2017.)
  • Click Apply Filters.
  • Click the Download button (looks like an arrow pointing down).
  • Select Quicken (qfx) 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 Quicken.
  • Click File
  • Click File Import 
  • Select Web Connect File
  • Select the previously saved .qfx file.
  • Click Link to Existing Account and select the existing account name in the dropdown menu that follows.
  • Click Continue.
• After the import, open the account. Accept all downloaded transactions

Step 4: Attempt to Improve Connection for UCCU Account(s)

• Choose Tools Menu > Account List.
• Click the blue Improve Connection button next to the word Yes.
• Enter the Login ID and Password you use to log in to UCCU Online Banking.
• A green rotating wheel will pop up. This can take 20 minutes or more to establish the connection.
• Designate which UCCU accounts you want to Link, Add, or Ignore. When linking, make sure the incoming account name matches the linking account name.
• Check in the Account List that the connection type now says Express Web Connect.

If attempt is unsuccessful, import more account histories and try again
If attempt is successful, Accept all downloaded transactions

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

Do you have 15 or more UCCU accounts to connect with Quicken?

Quicken Connect/Express Web Connect is unable to process this many accounts from a single set of credentials. Fortunately, a work around has been identified on UCCU’s end while Intuit engineers address this behavior. 

Please Call us at (801) 223-8188 so we can get more information about your accounts, and implement this work around for you (if it fits your needs).

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.

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

I think my file is damaged. How do I fix it?

See Quicken’s guides: https://www.quicken.com/support/correct-damaged-category
OR
https://www.quicken.com/support/troubleshoot-damaged-quicken-data-file–advanced

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.

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

• 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 are too difficult; 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.)

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

• First, confirm all accounts have been deactivated including hidden (Quicken) accounts
• If all accounts have been deactivated, 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 the reactivation steps

Step 1: Match Downloaded Transactions

• In order to continue with the troubleshooting, all accounts that have a red flag next to them need to be resolved.
• Go through each account on the left nav bar and resolve each account by accepting all downloaded transactions. If it asks to reconcile accounts, you can take the time to do that, or click finish later

Step 2: Deactivate Your Account(s) from UCCU’s Old Server

• Create a backup of your Quicken accounts.  https://www.quicken.com/support/how-backup-or-restore-your-quicken-data
• Deactivate each UCCU account.
  • Select each UCCU account in turn.
  • Click Settings (gear icon in the bottom right corner).
  • Click the Troubleshooting button.
  • Click the Deactivate Downloads button.
  • Click Save
• Go through all your accounts that were previously connected to zzz Utah Community Credit Union and make sure all accounts are deactivated. Ensure any hidden accounts are deactivated as well. The reconnection will not work if there is even one account still connected.
• Make a note of the date of the last transaction downloaded into each account.
• This step may be slightly different depending upon the type of software you are using. Reference this link for additional information: https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

Step 3: Reconnect Your Account(s) at UCCU

• Download an account history from UCCU Online Banking.
  • Navigate to 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 connect with Quicken.
  • Click Filters to edit the date range for transactions.
  • Click the dropdown button for Time Period and click on Custom Date.
  • Start Date: Select the day before the last downloaded transaction in Quicken for that account.
  • End Date: Select either April 7, 2017, or leave blank to download all transactions through today. (For a marginally quicker upload, select April 7, 2017.)
  • Click Apply Filters.
  • Click the Download button (looks like an arrow pointing down).
  • Select Quicken (qfx) 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 Quicken.
  • Click File
  • Click Import.
  • Select Bank File.
  • Select the previously saved .qfx file.
  • Click Link to Existing Account and select the existing account name in the dropdown menu that follows.
  • Click Continue.
• After the import, open the account. Accept all downloaded transactions

Step 4: Attempt to Improve Connection for UCCU Account(s):

• Click the Settings icon on the bottom right side of the accounts register OR navigate through the Accounts menu and click Settings.
• Click At your financial institution
• Click Set up transaction download
• Enter UCCU in the search field, select the name in the results list, and click Continue
• Enter the Login ID and Password you use to log in to UCCU Online Banking, then click Continue
• If prompted, select Express Web Connect or Quicken Connect for the connection type
• Under the Accounts Found screen, associate each found account to the appropriate account already listed in Quicken. Under the Action column, select Link to pick your existing account.

If attempt is unsuccessful, import more account histories and try again.
If attempt is successful, Accept all downloaded transactions.

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

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

See Quicken’s guide here: https://www.quicken.com/support/error-101-102-or-103-while-adding-account-quicken-mac

I can’t find UCCU in my list of Financial Institutions.

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 file (FIDIR) by following this this step-by-step guide.

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

I think my file is damaged. How do I fix it?

See Quicken’s guides here:
https://www.quicken.com/support/correct-damaged-category
OR
https://www.quicken.com/support/troubleshoot-damaged-quicken-data-file–advanced

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

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

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

• 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 are too difficult; 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.)

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

• First, confirm all accounts have been deactivated including hidden (Quicken) accounts
• If all accounts have been deactivated, 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 the reactivation steps