• Transfer your data in Quicken

    To make your experience more easy, enjoyable and effective, OneAZ Credit Union is upgrading its systems over Labor Day weekend. You will need to modify your Quicken settings before this upgrade to ensure the smooth transition of your data.

To complete the following instructions, you will need your OneAZ Credit Union username and password.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may not function properly. This process should take 15-30 minutes.

Thank you for making these important changes!

Task 1:  Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.

Task 2:  Connect to OneAZ Credit Union for a final download before 5:00 p.m. Mountain Standard Time on August 31, 2018

  1. Choose Tools menu > One Step Update.
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.

Task 3:  Deactivate accounts at OneAZ Credit Union. For WebConnect and Direct Connect users, you can deactivate on or after September 4, 2018. For online Quicken users, you can deactivate on or after September 11, 2018.

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you intend to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click on Deactivate or Deactivate Online Payment (only available if you use bill pay services). Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be deactivated.

Task 4:  Reconnect Accounts to OneAZ Credit Union – New. For WebConnect and Direct Connect users, you can reconnect on or after September 4, 2018. For online Quicken users, you can reconnect on or after September 11, 2018.

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter OneAZ Credit Union in the search field, select the name in the list and click Next.
  7. If presented with the Select Connection Method screen, select Direct Connect.
  8. Type your Direct Connect User ID and Password and click Connect.
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
  10. Do NOT choose Add to Quicken unless you want 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.
  11. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  12. Click Done or Finish.