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Quicken Information For Business Online Banking Transition

As Royal Credit Union completes its system conversion, you will need to modify your Quicken settings to ensure that your data connectivity transfers smoothly to the new system. This page contains instructions for both Windows and Mac Express Web Connect or Web Connect connectivity types. Select a link below to go to the information you need:

Quicken Windows Express Web Connect
Quicken Mac Quicken Connect
Quicken Windows Web Connect
Quicken Mac Web Connect

Instructions For One-Step Update Initiated From Within Quicken

Quicken Windows Express Web Connect

On Or Before October 26:

Note: these actions can be completed at any time on or before October 26 when it is convenient for you. Once you reconnect to your accounts after the conversion, transactions prior to the conversion date will import normally.

  • Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.
  • Download the latest Quicken Update. Go to Help > Check for Updates.
  • Complete a final transaction download. Accept all new transactions into the appropriate registers.

On Or After October 27:

  • Deactivate online banking connection for Royal Credit Union business accounts.
    • Choose Tools > Account List.
    • Click Edit on the account to deactivate.
    • In Account Details, click Online Services.
    • Click Deactivate. Follow prompts to confirm deactivation.
    • Click the General tab.
    • Delete Financial Institution and Account Number information. Click OK to close window.
    • Repeat steps for any additional accounts that apply.
  • Reconnect the online banking connection for your accounts.
    • Choose Tools > Account List.
    • Click Edit on the account you want to activate.
    • In Account Details, click Online Services and then choose Set up Now.
    • Choose Advanced Setup and select Express Web Connect.
    • Type RCU-DC in the search field, select RCU-DC_Quicken_QB, and click Next.
    • Enter your Royal Credit Union credentials.
      • Express Web Connect uses the same credentials you use for your Royal Credit Union business online banking login. You may be prompted for a security code that is provided from Royal Credit Union business online banking.
      • Important: If your credentials do not work, contact Royal Credit Union.
    • Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu if the matching account is not automatically chosen for you.
      • Important: Do NOT choose “Create a new account” unless you intend 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 or click Cancel.
      • Quicken may prompt you to create a renaming rule for transactions as they are imported. You can complete this during this step or afterwards. 
    • After all accounts have been matched, click Next and then Done.

Quicken Mac Quicken Connect

On Or Before October 26:

Note: these actions can be completed at any time on or before October 26 when it is convenient for you. Once you reconnect to your accounts after the conversion, transactions prior to the conversion date will import normally.

  • Backup Quicken Mac Data File and Update the application.
    • Choose File > Save a Backup.
    • Download the latest Quicken Update. Choose Quicken > Check for Updates.
  • Complete a final transaction download.
    • Complete last transaction update before the change to get all of your transaction history up to date.
    • Accept all new transactions into the appropriate registers.

On Or After October 27:

  • Activate the online banking connection for Royal Credit Union business accounts.
    • Click your account in the Accounts list on the left side.
    • Choose Accounts > Settings.
    • Select Set up transaction download.
    • Enter Royal Credit Union in the search field, select the correct option and click Continue.
    • Enter your Royal Credit Union credentials.
      • Express Web Connect uses the same credentials you use for your Royal Credit Union business online banking login. You may be prompted for a security code that is provided from Royal Credit Union business online banking.
      • Important: If your credentials do not work, contact your financial institution.
    • In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
      • Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
    • Click Finish.

Instructions For Downloading A Web Connect File From Royal Credit Union Business Online Banking

Quicken Windows Web Connect

On Or Before October 26:

Note: these actions can be completed at any time on or before October 26 when it is convenient for you. Once you reconnect to your accounts after the conversion, transactions prior to the conversion date will import normally.

  • Backup Quicken Windows Data File & Update.
    • Choose File > Backup and Restore > Backup Quicken File.
    • Download the latest Quicken Update. Choose Help > Check for Updates.
  • Complete a final transaction download.
    • Complete last transaction update before the change to get all of your transaction history up to date.
    • Repeat this step for each account you need to update.
    • Accept all new transactions into the appropriate registers.

On Or After October 27:

  • Deactivate online banking connection for Royal Credit Union business accounts.
    • Choose Tools > Account List.
    • Click Edit on the account to deactivate.
    • In Account Details, click Online Services.
    • Click Deactivate. Follow prompts to confirm deactivation.
    • Click the General tab.
    • Delete Financial Institution and Account Number information.
    • Click OK to close window.
    • Repeat steps for any additional accounts.
  • Reconnect online banking connection for accounts that apply.
    • Download a Quicken Web Connect file from Royal Credit Union business online banking.
    • You can download your transactions from the account summary page in Royal Credit Union business online banking by choosing the Export option and selecting your desired file type.
    • In Quicken, choose File > File Import > Web Connect (.QFX) File. Alternatively, you may be able to open the .qfx file to launch Quicken and import transactions automatically.
    • Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
    • Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
    • Repeat this step for each account you have connected to this institution.

Quicken Mac Web Connect

On Or Before October 26:

Note: these actions can be completed at any time on or before October 26 when it is convenient for you. Once you reconnect to your accounts after the conversion, transactions prior to the conversion date will import normally.

  • Backup your Quicken Mac data file and update the application.
    • Choose File > Save a Backup.
    • Download the latest Quicken Update. Choose Quicken > Check for Updates.
  • Complete a final transaction download.
    • Complete last transaction update before the change to get all of your transaction history up to date.
    • Repeat this step for each account you need to update.
    • Accept all new transactions into the appropriate registers.

On Or After October 27:

  • Activate online banking connection for Royal Credit Union business accounts.
    • Select your account under the Accounts list on the left side.
    • Choose Accounts > Settings.
    • Select Set up transaction download.
    • Enter Royal Credit Union in the search field, select the correct option and click Continue.
    • Log into Royal Credit Union business online banking and download your transactions to your computer.
      • Important: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
    • Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted
    • In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click Link to pick your existing account.
      • Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
    • Click Finish.