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Quicken & QuickBooks

Modifying Quicken and QuickBooks on Your Device

If you are a Quicken or Quickbooks user, you may be required to update your settings to ensure that your data connectivity transfers over smoothly to each new system. The tabs below contain instructions for both Windows and Mac users, as well as instructions for three connectivity types per operating system.

Please refer to the instructions below on how to modify your settings:

Disconnect

  1. Go to the Tools menu and select Account List.
  2. Locate the account you want to disconnect and click Edit to open the Account Details window.
  3. Select the Online Services tab (or Bank Feeds Settings tab, depending on your Quicken version).
  4. Click Deactivate (or Change Connection Method, then choose Deactivate) next to the connected service.
  5. Follow the prompts and click Yes or OK to confirm deactivation.
  6. Repeat: Follow these steps for any other accounts connected to that financial institution

Reconnect

  1. Choose Tools > Account List.
  2. Click Edit on the account you want to activate.
  3. In Account Details, click Online Services and the choose Set up Now. Type your institution’s name in the search field and click Next.
    • Direct Connect username = User ID used to log in to your Pioneer Federal Credit Union Account.
    • Direct Connect PIN = Password used to log in to your Pioneer Federal Credit Union Account.
  4. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu. Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts, you do not want to track in this data file, choose Ignore – Don’t Download in to Quicken or Click Cancel.
  5. After all accounts have been matched, click Next and then Done.

Disconnect

  1. Click your Accounts list on the left side.
  2. Choose Accounts > Settings.
  3. Select Set up transactions download.
  4. Type your institution’s name in the search field and click Continue.
    • Direct Connect username = User ID used to log in to your Pioneer Federal Credit Union Account.
    • Direct Connect PIN = Password used to log in to your Pioneer Federal Credit Union Account.
  5. In the “Accounts found” Screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account. Important: Do NOT select “Add” in the Action column unless you intend to add a new account to Quicken.
  6. Click Finish.

Reconnect

  1. Go to Tools > Add Account (or Accounts > Add Account).
  2. Search for and select your financial institution.
  3. When asked for the connection type, choose Direct Connect (or follow bank-specific prompts).
  4. Enter your online banking User ID and Password.
    • Direct Connect username = User ID used to log in to your Pioneer Federal Credit Union Account.
    • Direct Connect PIN = Password used to log in to your Pioneer Federal Credit Union Account.
  5. In the "Accounts Found" screen, find your account and select Link to associate it with your existing Quicken account. Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts, you do not want to track in this data file, choose Ignore – Don’t Download in to Quicken or Click Cancel.
  6. Click Next, then Finish.

Disconnect

  1. In Quicken, go to the Tools menu and select Account List (or Lists > Chart of Accounts in older versions).
  2. Find the account you want to disconnect, click Edit, and then go to the Online Services tab (or Bank Feeds Settings) in the Account Details window.
  3. Click the Deactivate button (or Deactivate All Online Services) and follow the on-screen prompts to confirm.
  4. Once deactivation, click the General tab, delete the Financial Institution and Account Number details, and click OK.
  5. Repeat these steps for any other accounts connected to the same Pioneer FCU.

Reconnect

  1. Choose Tools > Account List.
  2. Click Edit on the account you want to activate.
  3. In Account Details, click Online Services and the choose Set up Now. Type your institution’s name in the search field and click Next.
  4. Direct Connect username = User ID used to log in to your Pioneer Federal Credit Union Account.
  5. Direct Connect PIN = Password used to log in to your Pioneer Federal Credit Union Account.
  6. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu. Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts, you do not want to track in this data file, choose Ignore – Don’t Download in to Quicken or Click Cancel.
  7. After all accounts have been matched, click Next and then Done.

Disconnect

  1. Choose Lists menu > Chart of Accounts.
  2. Right-click on the first account you would like to deactivate and choose Edit Account.
  3. Click the Banking Feeds Settings tab in the Edit account window.
  4. Select Deactivate All Online Services and click Save & Close.
  5. Click OK for any alerts or message that may appear with the deactivation. 6. Do this for any other accounts you need to disconnect.

Reconnect

  1. In the Chart of Accounts, right-click the account you want to connect and select Set Up Bank Feeds or go to Banking > Set Up Bank Feed for an Account.
  2. Search for your financial institution and select the correct Direct Connect option.
  3. Enter your online banking credentials and any required security codes:
    • Direct Connect Username: User ID used to log in to your Pioneer Federal Credit Union account
    • Direct Connect PIN: Password used to log in to your Pioneer Federal Credit Union account
  4. Link the bank feed to the correct existing QuickBooks account.
  5. Be sure to download all recent transactions during setup to avoid creating duplicates.

Disconnect

  1. From the top menu, select Lists > Chart of Accounts.
  2. Find and click on the specific bank account you want to disconnect.
  3. Go to the top menu and choose Edit > Edit Account or double-click the account.
  4. In the Edit Account window, click the Online Settings button.
  5. In the Online Account Information section, find the "Download Transactions" dropdown and select Not Enabled.
  6. Click Save, then click OK on any confirmation dialog boxes that appear.
  7. Do this for any other accounts you need to disconnect.

Reconnect

  1. Choose Banking > Online Banking Setup.
  2. Type your institutions name in the search filed, then click Next and follow the instructions in the setup screen.
  3. In the Online Banking Assistance window, select Yes, my account has been activated for QuickBooks Online Services, then click Next.
  4. When prompted again, type your financial institution’s name, click Next, and continue through the setup screens.
  5. Enter your Direct Connect Credentials.
    • Direct Connect username = User ID used to log in to your Pioneer Federal Credit Union Account.
    • Direct Connect PIN = Password used to log in to your Pioneer Federal Credit Union Account.
  6. For each account you want to download in to QuickBooks, click Select and choose the correct existing account register to link.
  7. Click Next, and then click Done.
  8. Repeat this step for each account that you have connected to this institution.

Disconnect

  1. Go to Bookkeeping, then Transactions, then Bank Transactions.
  2. Find the bank account tile and click the Pencil (edit) icon.
  3. Select Edit account info.
  4. Check the box for “Disconnect this account on save”.
  5. Click Save and Close.

Reconnect

  1. In your QuickBooks Online account, go to the Banking or Transactions section.
  2. Locate the bank account that needs reconnecting.
  3. Click the Pencil (edit) icon or select the Reconnect link next to the account.
  4. You'll be prompted to sign in to your bank again; enter your bank's User ID and Password.
    • Direct Connect Username: User ID used to log in to your Pioneer Federal Credit Union account
    • Direct Connect PIN: Password used to log in to your Pioneer Federal Credit Union account
  5. Link the connection to the correct existing QuickBooks account.
  6. Make sure to download all recent transactions during setup to avoid creating duplicates.