NOTICE: The San Francisco branch is temporarily closed due to the shelter in place guidelines. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa and Sunnyvale. Our branch ATMs remain operational, with the exception that we may need to temporarily restrict access to select ATMs due to local conditions. Click here for branch locations and hours.

  • Web Connect - How do I export my account information to Quicken or QuickBooks using Tech CU Online Banking? 

    You can download your transactions to be imported to Quicken (QFX) or QuickBooks (QBO) via Online Banking by doing the following:

    1. Log into your Online Banking account.
    2. On the Account Summary page, click Options and select your download option (Quicken - QFX, or QuickBooks- QBO).

      options for QuickBooks

    3. The next page will prompt you to enter a date range (default to last 180 days) and account type (Default All Accounts) for the transaction export.

      date range screenshot

      1. Enter Start Date of range (Default to 180 days ago, use shortcut to have the system enter the date if applicable).
      2. Enter End Date of range (Default to today, use shortcut to have the system enter the date if applicable).
      3. Accounts selection (Default to All Accounts, you can select only Checking or Savings if desired).
      4. Download - Click this button to download the data file to be used with Quicken or QuickBooks.
       

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information