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  • Quicken FAQs

    With Tech CU Online Banking we provide you two convenient ways to link your accounts to your Quicken® software and manage your finances 24 hours a day. The two options available to you are Web Connect and Direct Connect.

    Web Connect provides you with one-way connectivity which allows you to automatically download transactions and match them with existing transactions.

    Direct Connect provides you with two-way connectivity which allows you to automatically download transactions and match them with existing transactions, transfer funds, and send messages from the convenience of your personal financial management software.



    What versions of Quicken does Tech CU support?

    We support transaction history downloads for Tech CU accounts for

    • Quicken Windows 2012-2014
    • Quicken Mac 2005-2007 & 2015
    • Quicken Essentials Mac 2010
    • QuickBooks Windows 2013-2014
    • QuickBooks Mac 2012-2014

    What is changing for Web Connect Users?

    Technology Credit Union will be updating its OFX software to provide you better service and enhanced features. As part of this upgrade, you will need to perform a small update in your Quicken application on or after October 8, 2014. For detailed instructions see links below:

    Web Connect Instructions:

    Express Web Connect Instructions:


    What is changing for Direct Connect Users?

    Technology Credit Union will be updating its OFX software to provide you better service and enhanced features. As part of this upgrade, you will need to perform a small update in your Quicken application on or after August 11, 2014. For detailed instructions see links below:


    How current is the information I download to Quicken?

    The data you download is real time. You should be able to view current transactions posted.


    How much does it cost to access my Tech CU account information through my financial software?

    Tech CU does not charge a fee.


    What login credentials do I provide to access my Tech CU accounts in Quicken using direct connect?

    The credentials that you need to use are the same credentials you use for Online Banking with Tech CU. Enter your online banking username when prompted for UserID/Username and your online banking password for the password field.
    Note: If you were using Quicken prior to our conversion August 11, 2014 you entered your Account Number or Member number in the UserID/Username field and your Online Banking password for the password field as the credentials.


    Can I pay my bills with my Tech CU account using Quicken?

    No, however you can use our free Tech CU Web Bill Pay service available through online banking or our Tech CU Mobile application.


    How do I export my account information to Quicken using Tech CU Online Banking?

    If you want to just download transactions without the ability to do fund transfers, you will want to use the Web Connect feature.

    Simply login to Tech CU Online Banking and select the Account Summary. Click the Options link and select the file type that you wish to download. Follow instructions in the next screen to select Account to download transactions from and select a date range for the transaction history. Please ensure that you completed all instructions listed in our conversion guide if you are attempting a download for the first time after October 8, 2014.

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    What kind of technical support does TechCU provide for Quicken?

    Our support is limited to troubleshooting problems with sign on and downloading transaction history from TechCU accounts. For technical assistance with Quicken software please visit: Quicken at www.quicken.intuit.com/support

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