• Transfer your data in Quicken/QuickBooks

    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/QuickBooks 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: Upgrade Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. 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. Download your Quicken Web Connect file from https://www.oneazcu.com/
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
  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:  Disconnect 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 want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. 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 disconnected.

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. Download your Quicken Web Connect file from OneAZ Credit Union

Note: Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.

  1. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  2. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.

Important: Do NOT select 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, select Ignore – Don’t Download into Quicken or click the Cancel button.

  1. Repeat steps for each account to be reconnected.