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Instructions for Updating External Banking Software

If you use Quicken or Quickbooks, please see the instructions below to update your specific product following our system upgrade.

QuickBooks Desktop Conversion Instructions

Deactivate the online banking connection for your Service CU accounts:

  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 Bank 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 messages that may appear with the deactivation.
  6. Repeat steps for any additional accounts that apply.

Reconnect online banking connection for accounts that apply:

  1. Choose Lists menu > Chart of Accounts.
  2. Right-click on an account you would like to activate and choose Edit Account.
  3. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear.
  4. Enter “Service Credit Union” in the search field and select Continue.
  5. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact us if your login information does not work.
  6. Ensure you associate the accounts to the appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New.
    Important: Do NOT select “Create New Account” unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.
  7. After all accounts have been matched, click Next and then click Done.

Instructions for QuickenBook Mac Direct Connect

Deactivate the online banking connection for your Service CU accounts:

  1. Choose Lists > Chart of Accounts.
  2. Click the first account you would like to deactivate and choose Edit > Edit Account.
  3. Choose Online Settings in the Edit Account window.
  4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
  5. Click OK for any alerts or messages that may appear with the deactivation.
  6. Repeat steps for any additional accounts that apply.

Reconnect online banking connection for accounts that apply:

  1. Choose Banking > Online Banking Setup.
  2. Type “Service Credit Union” in the search field, then click Next and follow the instructions in the setup screen.
  3. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
  4. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact us if your login information does not work.
  5. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
  6. Click Next, and then click Done.
  7. Repeat this step for each account that you have connected to Service Credit Union.

Instructions for QuickBooks Windows Web Connect

Deactivate the online banking connection for your Service CU accounts:

  1. Choose Lists menu > Chart of Accounts.
  2. Right-click the first account you want to deactivate and choose Edit Account.
  3. Click the Bank 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 messages that may appear with the deactivation.
  6. Repeat steps for any additional accounts that you need to deactivate.

Reconnect online banking connection for accounts that apply:

  1. Log in to Service Credit Union’s online banking site and download your transactions to a QuickBooks (.qbo) file.

    Note: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
  2. In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.
  3. In the Select Bank Account dialog select Use an existing QuickBooks account.
    Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.
  4. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.

Instructions for QuickBooks Mac Web Connect

Deactivate online banking connection for accounts connected to the financial institution that is requesting this change:

  1. Choose Lists > Chart of Accounts.
  2. Select the first account you would like to deactivate and choose Edit > Edit Account.
  3. Select Online Settings in the Edit Account window.
  4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
  5. Click OK for any dialog boxes that may appear with the deactivation.
  6. Repeat steps for any additional accounts that apply.

Reconnect online banking connection for accounts that apply:

  1. Log in to Service CU online banking and download your transactions into to a QuickBooks (.qbo) file.
    Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
  2. In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
  3. In the Account Association window, click Select an Account to choose the appropriate existing account register.
    Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks.
  4. Click Continue and OK for any dialog boxes that require action.

Instructions for QuickBooks Windows Bill Pay

Re-create Your Bill Payments:

If you need help re-creating payments, choose Help > QuickBooks Help. Search for Pay a Vendor Online and follow the instructions.

Instructions for QuickBooks Online Express Web Connect

Deactivate the online banking connection for your Service CU accounts:

  1. Select Banking from the left column.
  2. Click the account you want to disconnect, then click the Pencil Icon on the corner of that account box.
  3. Click Edit Account Info.
  4. Check the box next to Disconnect this Account on Save.
  5. Select Save and Close.
  6. Repeat steps for any additional accounts that apply.

Reconnect online banking connection for accounts that apply:

  1. On the Banking page, click Add Account in the upper-right side of the screen.
  2. Type “Service Credit Union” and choose the correct option from the results.
  3. Enter your Service CU credentials and click Continue. Express Web Connect uses the same credentials you use for Service CU online banking.
  4. Provide additional information, if requested.
  5. Ensure you associate the accounts for Service CU to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu.
    Important: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online. If you are presented with accounts you do not want to track in this QuickBooks Online Company, Uncheck the box next to the Account Name.
  6. After all accounts have been matched, click Connect and then click Finish.

Exclude Duplicate Transactions:

  1. Select Banking from the left column.
  2. In the For Review section, click the checkboxes for the transactions you want to exclude.
  3. Choose Batch Actions > Exclude Selected.

Instructions for Quicken Windows Direct Connect and Express Web Connect

Deactivate the online banking connection for your Service CU accounts:

  1. Choose Tools > Account List.
  2. Click Edit on the account to deactivate.
  3. In Account Details, click Online Services.
  4. Click Deactivate. Follow prompts to confirm deactivation.
  5. Click the General tab.
  6. Delete Financial Institution and Account Number information. Click OK to close window.
  7. Repeat steps for any additional accounts that apply.

Reconnect online banking connection for accounts that apply:

  1. Choose Tools > Account List.
  2. Click Edit on the account you want to activate.
  3. In Account Details, click Online Services and then choose Set up Now.
  4. Type “Service Credit Union” in the search field and click Next.
  5. Enter your Service CU online banking credentials.
    Express Web Connect uses the same credentials you use for your institution’s online banking login.
    Direct Connect might require credentials that do not match your online banking credentials.
    Important: If your credentials do not work, contact Service CU.
  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 into Quicken or click Cancel.
  7. After all accounts have been matched, click Next and then Done.

Instructions for Quicken Mac Direct Connect and Quicken Connect

Activate online banking connection for accounts connected to the financial institution that is requesting this change:

  1. Click your account in the Accounts list on the left side.
  2. Choose Accounts > Settings.
  3. Select Set up transaction download.
  4. Enter your “Service Credit Union” in the search field, select the correct option and click Continue.
  5. Enter your Service CU online banking credentials.
    Express Web Connect uses the same credentials you use for your institution’s online banking login.
    Direct Connect might require credentials that do not match your online banking credentials.
    Important: If your credentials do not work, contact us.
  6. 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.
  7. Click Finish.

Instructions for Quicken Windows Web Connect

Deactivate the online banking connection for your Service CU accounts:

  1. Choose Tools > Account List.
  2. Click Edit on the account to deactivate.
  3. In Account Details, click Online Services.
  4. Click Deactivate. Follow prompts to confirm deactivation.
  5. Click the General tab.
  6. Delete Financial Institution and Account Number information.
  7. Click OK to close window.
  8. Repeat steps for any additional accounts.

Reconnect online banking connection for accounts that apply:

  1. Download a Quicken Web Connect file from your financial institution’s online banking site.
  2. In Quicken, choose File > File Import > Web Connect (.QFX) File.
  3. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
  4. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
  5. Repeat this step for each account you have connected

Instructions for Quicken Mac Web Connect:

Activate the online banking connection for your Service CU accounts:

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts > Settings.
  3. Select Set up transaction download.
  4. Enter “Service Credit Union” in the search field, select the correct option and click Continue.
  5. Log into Service Credit Union’s online banking site and download your transactions to your computer.
    Important: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
  6. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted
  7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click 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.
  8. Click Finish.

Instructions for Quicken Windows Bill Pay:

Only complete these tasks if you currently initiate Bill Payments from within Quicken Windows.

Cancel Existing Bill Payments:

  1. Choose Tools > Online Center.
  2. Choose Service Credit Union from the Financial Institution drop-down list.
  3. On the Payments tab, choose an account from which a payment is scheduled in the future.
  4. In the payments status list, you will cancel payments for each payee with a status that is scheduled for delivery on a date after the 1st Action Date. To do this, select the first payee and click Cancel Payment.
  5. Repeat steps 3 & 4 for all payments that are scheduled for delivery after the 1st Action Date.
  6. On the toolbar, click Repeating.
  7. Choose a payment instruction and click Delete. Click Delete again in the confirmation window.
  8. Repeat step 7 for each repeating payment you have with Service Credit Union.

Instructions for Quicken Windows Bill Pay

Only complete these tasks if you currently initiate Bill Payments from within Quicken Windows.

Cancel Existing Bill Payments:

  1. Choose Tools > Online Center.
  2. Choose your institution from the Financial Institution drop-down list.
  3. On the Payments tab, choose an account from which a payment is scheduled in the future.
  4. In the payments status list, you will cancel payments for each payee with a status that is scheduled for delivery on a date. after the 1st Action Date. To do this, select the first payee and click Cancel Payment.
  5. Repeat steps 3 & 4 for all payments that are scheduled for delivery after the 1st Action Date.
  6. On the toolbar, click Repeating.
  7. Choose a payment instruction and click Delete. Click Delete again in the confirmation window.
  8. Repeat step 7 for each repeating payment you have with your financial institution.
    Note: This section only applies if your institution will support Bill Payments initiated from within Quicken Windows after the system change.

Re-create Your Bill Payments:

If you need help re-creating payments, choose Help > Quicken Help. Search for Create an online Payment and follow the instructions to create and transmit an online payment.