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Quicken and QuickBooks FAQs and Helpful Links

QUICKEN RECONNECTION STEPS

Follow the steps below to properly back up, disconnect, and then reconnect your Quicken accounts. Make sure to consult the “Questions” and “Helpful Links” below for further guidance.

Task 1: Conversion Preparation

  • Back up your data file. Specific instructions can be found by searching for “Backing Up” in the Help menu, and selecting “Backing up data files.”
  • Download the latest Quicken Update. Specific instructions can be found by searching for “Updates” in the Help menu, and selecting “Check for Updates.”

Task 2: Disconnect Xceed Online accounts

  • From the Lists menu, select “Accounts.”
  • Select the account you want to disable and click “Edit.”
  • Make note of your account information (account number, routing number and customer ID). You will need this information to re-enable your account.
  • In the Download Transactions drop-down list, select “Not Enabled” and follow the prompts to confirm the deactivation.
  • Remove the information within the Account Number and Routing Number fields.
  • Click “OK” to save your edits.
  • Repeat the steps above for each account to be disconnected.
  • Verify that your account list does not display a blue online circle icon for any Xceed accounts.

Task 3: Reconnect Xceed accounts after September 19

  • From the Lists menu, select “Accounts.”
  • Select the account you want to enable and click “Edit.”
  • Click on the “Financial Institution” drop-down list and select “Change Financial Institution.”
  • Click “Update List.”
  • In the Financial Institutions dialog, enter, then select Xceed from the list and click “Use.”
  • Enter your Xceed Online username and password and click “OK.”
  • In the Add Online Services dialog, match your first account to the appropriate account number and click “OK.”
  • Click “OK” to close the Edit Register page.
  • From the Lists Menu select “Accounts” and verify that each account you are reactivating has a blue online circle for online services.

Task 1: Conversion Preparation

  • Back up your data file. Specific instructions can be found by searching for “Backup Data File” in the Help menu, and selecting “Backing up data files.” (“How do I back up my Quicken Data”)
  • Download the latest Quicken Update. Specific instructions can be found by searching for “Update Software” in the Help menu > “About updating Quicken Software” > “What Can I Do?” > “Update My Quicken Software”

Task 2: Disconnect Xceed Online accounts

  • From the Tools menu, select “Account List.”
  • Click the “Edit” button on the account you want to disable.
  • In the Account Details dialog, click on the “Online Services” tab.
  • Click on “Deactivate” and follow the prompts to confirm the deactivation.
  • Click on the “General” tab.
  • Clear the account institution name and account number, then click “OK” to close the window.
  • Repeat the steps above for each account to be disconnected.

Task 3: Reconnect Xceed accounts after September 19

  • From the Tools menu, select “Account List.”
  • Click the “Edit” button on the account you want to enable.
  • In the Account Details dialog, click the “Online Services” tab.
  • Click “Set up Now.”
  • Use Advanced Setup to activate your account.
  • Enter Xceed Financial Credit Union in the search field, select Xceed Financial CU DC (for Direct Connect) or Xceed Financial Credit Union WC (for Web Connect) and click “Next.”
  • If presented with the Select Connection Method screen, select “Direct Connect.”
  • Enter your Xceed Online username and password and click “Connect.”
  • Be sure to associate the account to the appropriate account already listed in Quicken. You will want to select “Link to an existing account” and select the matching accounts in the drop-down menu.
  • Do not choose “Add to Quicken” unless you want 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.”
  • After all accounts have been matched, click “Next.” You’ll receive confirmation that your accounts have been added.
  • Click “Done” or “Finish.”

Task 1: Conversion Preparation

  • Back up your data file. Specific instructions can be found by searching for “Backing Up” in the Help menu, and selecting “Backing up data files.”
  • Download the latest Quicken Update. Specific instructions can be found by searching for “Updates” in the Help menu, and selecting “Check for Updates.”

Task 2: Disconnect Xceed Online accounts

  • Select your account under the “Accounts” list on the left hand side.
  • From the Accounts menu, click “Settings.”
  • Select “Troubleshooting” then “Deactivate Downloads.”
  • Repeat the steps above for each account to be disconnected.

Task 3: Reconnect Xceed accounts after September 19

  • Select your account under the “Accounts” list on the left hand side.
  • From the Accounts menu, click “Settings.”
  • Select “Set up transaction download.”
  • Enter Xceed Financial Credit Union in the Search field, then select Xceed from the Results list and click “Continue.”
  • Enter your Xceed Online username and password, then click “Continue.”
  • Enter extra information as required. If prompted, select “Direct Connection” as the Connection Type.
  • In the “Accounts Found” screen, associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account. Do not select “Add” under the action column unless you intend to add a new account to Quicken.
  • Select “Finish.”

QUESTIONS

If the duplicate transactions haven’t been added to your register yet, you can delete them individually before you accept the register. If they’re already added to the register, you can delete them individually or in groups. You can also restore a backup file and re-download the transactions. It’s important to note that if your Quicken backup was not made immediately before following the conversion instructions, you must manually delete the transactions.

First, confirm that all accounts have been deactivated, including inactive (QuickBooks) or hidden (Quicken) accounts. For QuickBooks, you should then delete any downloaded transactions that do not match the register in Xceed Online. For Quicken, delete the duplicate accounts. Then you can repeat the reconnection steps.

This has likely occurred because the wrong account has been activated. To resolve this you can either restore a backup or manually delete the transactions. If the transactions have not yet been accepted into the register in Quicken or QuickBooks, delete them from Xceed Online. Then, deactivate the account. If the transactions have already been added to the register in Quicken or QuickBooks, restore a backup.

Next, you can reconnect the account. First, deactivate online services for the account. Then edit your information – you may need to change the financial institution name, account number, or both. (Even if you do not plan to use online services with the account that received the downloaded transactions, you need to edit the account number so you can activate the correct account.) After repeating the reconnection steps, be sure to link to the correct account when reconnecting.

HELPFUL LINKS

QuickBooks

Quicken

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