Convert Quicken from Direct Connect to Express Web Connect

As Tech CU completes its system conversion, you will need to modify your Quicken settings to ensure that your data connectivity transfers smoothly to the new system. Tech CU will no longer support Direct Connect for downloads and will migrate all members to Express Web Connect. This document contains instructions for both Windows and Mac to make the conversion.

IMPORTANT: The final day to download via Direct Connect is 02/10/202. Express Web Connect downloads will be available 10 business days after 02/11/2025.

Please scroll to the appropriate instructions for Quicken or Quickbooks below.

Windows Conversion

For Windows Users On the 1st Action Date: 2/10/2025

1. Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.
2. Download the latest Quicken Update. Go to Help > Check for Updates.
3. Complete a final transaction download. Accept all new transactions into the appropriate registers.

For Windows Users On the 2nd Action Date: 02/24/2025

1. Deactivate online banking connection for accounts connected to the Tech CU that is requesting this change.
   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 Tech CU and Account Number information. Click OK to close window.
   7. Repeat steps for any additional accounts that apply.
2. Reconnect the online banking connection for your accounts.
   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 Technology Credit Union - WC the search field and click Next.
   5. Enter your credentials.
      • Express Web Connect uses the same credentials you use for your Tech CU online/mobile banking login.
      Important: If your credentials do not work, contact your Tech 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.

Mac Conversion

For Mac Users On the 1st Action Date: 02/10/2025

1. Backup Quicken Mac Data File and Update the application.
   1. Choose File > Save a Backup.
   2. Download the latest Quicken Update. Choose Quicken > Check for Updates.
2. Complete a final transaction download.
   1. Complete last transaction update before the change to get all of your transaction history up to date.
   2. Accept all new transactions into the appropriate registers.

For Mac Users On the 2nd Action Date: 02/24/2025

Activate the online banking connection for accounts connected to the Tech CU 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 Technology Credit Union - WC in the search field, select the correct option and click Continue.
5. Enter your credentials.
   • Express Web Connect uses the same credentials you use for your Tech CU online/mobile banking login.
   Important: If your credentials do not work, contact your .
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.