Payments & Transfers | UCCU is committed to assuring its members enjoy the best possible experience with Quicken 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 suggestions below. 15 or more accountsDo you have 15 or more UCCU accounts to connect with Quicken? Quicken Connect/Express Web Connect is unable to process this many accounts coming from a single set of credentials. Intuit engineers are aware of this behavior. While this issue is researched on their end, a work around has been identified on UCCU's end. 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. View printable PDF: Quicken for Windows Guide Step 1: Match Downloaded Transactions
Step 2: Deactivate Your Account(s) from UCCCU's Old Server
Step 3: Reconnect Your Account(s) at UCCU
Step 4: Attempt to Improve Connection for UCCU Account(s)
If you need further assistance with this issue, please contact Quicken directly at (888) 311-7276. Quicken for Windows FAQ1. 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 step-by-step guide. 2. 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 3. I Think My File Is Damaged. How Do I Fix It?See Quicken's guides here: https://quicken.intuit.com/support/help/HOW23623 OR https://www.quicken.com/support/troubleshoot-damaged-quicken-data-file--advanced 4. 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 Quicken directly at (888) 311-7276 5. I’m seeing duplicate transactions in my register after completing the deactivation/reactivation steps. How do I remove the duplicate accounts?
6. I’m seeing duplicate accounts after completing the deactivation/reactivation steps. How do I remove the duplicate accounts?
View printable PDF: Quicken for Mac Guide Step 1: Match Downloaded Transactions
Step 2: Deactivate Your Account(s) from UCCCU's Old Server
Step 3: Reconnect Your Account(s) at UCCU
Step 4: Attempt to Improve Connection for UCCU Account(s):
If you need further assistance with this issue, please contact Quicken directly at (888) 311-7276. Quicken for Mac FAQ1. When I attempt to add an account in Quicken I get a “CHECKING_CREDENTIALS (0)” or “103” error.See Quicken's guide here: 2. 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. 3. 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 4. I think my file is damaged. How do I fix it?See Quicken's guides here: https://quicken.intuit.com/support/help/HOW23623 OR https://www.quicken.com/support/troubleshoot-damaged-quicken-data-file--advanced 5. 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. 6. I’m seeing duplicate transactions in my register after completing the deactivation/reactivation steps. How do I remove the duplicate accounts?
7. I’m seeing duplicate accounts after completing the deactivation/reactivation steps. How do I remove the duplicate accounts?
Most connectivity problems can be resolved by following the detailed instructions above. If you need further assistance, you can contact Quicken directly at (888) 311-7276. Another option is to schedule a call with a UCCU representative for assistance at (801) 223-8188. |
Manually Match Transactions In Quicken
Fix the Issue First, confirm that all accounts have been deactivated, including inactive (QuickBooks) or hidden (Quicken) accounts. Then, if you’re working in QuickBooks, delete any downloaded transactions that do not match the register in the Online Banking Center. If you’re working in Quicken, delete the duplicate accounts. First, go to the top of the account bar in Quicken and click the plus sign to add an account. If you prefer, you can instead click on 'Tools,' then choose 'Add Account' from the dropdown list The account setup window should pop up. Select 'Cash' under the account category of 'Spending and Saving,' then click on the 'Next' button at the bottom right. If you have entered future-dated transactions in Bill reminder and later download them in Quicken, you need to do a manual check regularly to endure that the entered transaction and the actual transaction match. For example, let's say you have entered a schedule transaction for your mobile bill of 10 dollars to be paid on the first of every month. 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 UCCCU's Old Server. Create a backup of your Quicken accounts. 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.