Quicken & QuickBooks Connectivity

Restoration of Quicken and QuickBooks connectivity to GCEFCU

On January 6, 2016 the Quicken Direct Connect and Web Connect features will be restored for Gulf Coast Educators Online Banking. These will be enabled for Quicken (Windows & Mac versions) and QuickBooks (Windows & Mac versions). The Express Web Connect feature for Quicken (Windows & Mac), QuickBooks Online and MINT will be available by January 15, 2016.

This page will serve as a resource for our members who use these services. We will post more information to this page as it becomes available. Please download the appropriate guide below to assist you with this transition.

Connectivity Supported Quicken (Windows & Mac) QuickBooks (Windows & Mac) QuickBooks Online  MINT
Web Connect 1/6 Download Windows
Download Mac 15
Download Mac 2007
Download Windows
Download Mac
N/A N/A
Express Web Connect 1/15 Download Windows
Download Mac
N/A Download Download
Direct Connect 1/6 Download Windows
Download Mac 15
Download Mac 2007
Download Windows
Download Mac
N/A N/A

3 most common issues members may encounter after go live

Issue 1:

Duplicate transactions after completing reactivation

The most common remark will be that there are duplicate transactions. Some members may say their register is out of balance or that they are being asked to add an adjustment during reconciliation.

Specific steps/recommendations based on products are below:

Quicken

Note: There is a preference that is available in Quicken for Windows, “Automatically add downloaded transactions to register”. If this preference is enabled, then members will have to delete the transactions in the register.

  • If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.
  • If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time.   If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer; restore a backup file. (Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.)

Instructions:

  1. How to Edit and Delete Downloaded Investment Transactions  Click Here for Detailed Instructions
  2. How do I void or delete a transaction in my account register? Click Here for Detailed Instructions
  3. I have duplicate transactions in my account register Click Here for Detailed Instructions

QuickBooks

  • If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting
  • If the transactions have already been accepted to the register, restore a backup file and repeat the reactivation steps

Instructions:

  1. Remove/delete downloaded transactions that do not match the register in the Online Banking Center – Click Here for Detailed Instructions

Issue 2:

Duplicate accounts after completing reactivation

The most common remark will be that that the member was unable to link to their existing account and was only given the choice to add a new account.

Specific steps/recommendations based on products are below:

Quicken

  • First, confirm all accounts have been deactivated including hidden (Quicken)
  • If they are, delete the duplicate account from the account list, and then repeat the reactivation steps

Instructions:

1. Prompted to Create New Account Instead of Using Existing Account for Online Services

Note: if you have not added the account, follow this article – Click Here for Detailed Instructions

2. How to Hide an Account

Note: Follow steps to unhide –  Click Here for Detailed Instructions

3. Follow the deactivation steps to deactivate the mistakenly added account and any active account held with this financial institution (Instructions provided by your Financial Institution)

4. How to Delete an Account

Note: If you have added the account, follow this article – Click Here for Detailed Instructions

5. Follow through the reactivation steps provided by the financial institution

QuickBooks:

  • First, confirm all accounts have been deactivated including inactive (QuickBooks) accounts
  • If they are remove/delete downloaded transactions that do not match the register in the Online Banking Center from the incorrect account
  • Repeat the reactivation steps

Instructions:

1. Show hidden (inactive) entries in a list – Click Here for Detailed Instructions

2. Remove/delete downloaded transactions that do not match the register in the Online BankingCenter

Note:

  • This should be done for the account that was mistakenly added
  • This step must be followed to attempt to delete the account or ensure that these transactions are not included in any reporting  – Click Here for Detailed Instructions

3.  Follow the deactivation steps to deactivate the mistakenly added account and any active account held with this financial institution (Instructions provided by your Financial Institution)

4. Hide an account (or subaccount)

Note: this should be done for the account that was mistakenly added. – Click Here for Detailed Instructions

5. Follow through the reactivation steps provided by the financial institution

Issue 3:

Activated the incorrect account during reactivation process

The most common remark will be that that the member states the transactions are downloading into the incorrect account.

Specific steps/recommendations based on products are below:

Quicken

Open the account register for the account that was linked incorrectly.

  • If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.
  • If the transactions have already been accepted to the register, restore a backup file. Ensure the member selects the correct account to link to, when reactivating the account within the restored backup.
  1. Transactions Go Into the Wrong Account after Downloading Them  – Click Here for Detailed Instructions

QuickBooks

Open the account register for the account that was linked incorrectly.

Instructions:

  • If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.
  • If the transactions have already been accepted to the register, restore a backup file. Ensure the member selects the correct account to link to, when reactivating the account within the restored backup.
  1. Remove/delete downloaded transactions that do not match the register in the Online Banking Center – Click Here for Detailed Instructions
  1. Follow through the deactivation/reactivate instructions provided by your financial institution.
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