Checking & Savings

Checking Savings Investments

Borrowing

Vehicle Loans Credit Cards Mortgages Home Equity Student Loans Personal Loans Niche Loans Protection Programs Fellows Advantage Skip-A-Payment Business Loans

Digital Banking

Mobile Banking Mobile Payments Move or Send Money Online Banking Money Management Telephone Banking

Resources

Membership Security Center Community Engagement Resources Careers Insurance Programs Contact Social
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Link your banking and accounting software

Connect directly to online banking or export your account information

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Quicken® or QuickBooks® Account Connection

Our new online banking system allows you to download account information into accounting software such as Quicken or QuickBooks. Once connected, your banking transactions will be automatically updated so you see all your account activity inside your accounting software.

Take a look at the support documents below to get started and don’t forget to back up your current data and update your software to the latest version before you get started.

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Instructions for Using Quicken or Quickbooks on the New Online Banking System

If you currently use Direct Connect or export files in online banking for Quicken or QuickBooks, we can provide you with step by step instructions for setting up your program for our new system. You may need to modify your Quicken settings or download files in a certain time frame. Please reference the following documents which pertain to a variety of possible options: whether you use Quicken or QuickBooks, and whether you use Mac or Windows. We also have some phone numbers for General Support if you have issues during your transition for the new system.


If you have any additional questions as you transition your Quicken or QuickBooks to our new Online Banking System, please contact us at the following numbers:

QuickBooks Support Line: 800-488-7330

Quicken Support Line: 650-250-1900

 

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Account Export

You can also download your account information to your hard drive for import into a personal financial management software program in the formats: Money (OFC), Open Financial Exchange (OFX), Quicken Financial Exchange (QFX), and Comma-Separated Variables (CSV).