On August 17:
1. Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.
2. Download the latest Quicken Update. Go to Help > Check for Updates.
3. Complete a final transaction download. Accept all new transactions into the appropriate registers.
On August 19:
1. Deactivate online banking connection for accounts connected to America First Credit Union.
a. Choose Tools > Account List.
b. Click Edit on the account to deactivate.
c. In Account Details, click Online Services.
d. Click Deactivate. Follow prompts to confirm deactivation.
e. Click the General tab.
f. Delete Financial Institution and Account Number information. Click OK to close window.
g. Repeat steps for any additional accounts that apply.
2. Reconnect the online banking connection for your accounts.
a. Choose Tools > Account List.
b. Click Edit on the account you want to activate.
c. In Account Details, click Online Services and then choose Set up Now.
d. Type America First Credit Union in the search field and click Next.
e. Enter your America First credentials.
• Direct Connect might require credentials that do not match your online banking credentials.
Important: If your credentials do not work, contact us.
f. 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.
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.
g. After all accounts have been matched, click Next and then Done.
Before August 17:
1. Backup QuickBooks Windows Data File & Update.
a. Choose File > Back Up Company > Create Local Backup.
b. Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop.
2. Complete a final transaction download and match downloaded transactions.
a. Complete one last transaction update before the change to get all of your transaction history up to date.
b. Accept all new transactions into the appropriate registers. (required)
On or after August 19:
1. Deactivate online banking connection for accounts connected to America First Credit Union.
a. Choose Lists menu > Chart of Accounts.
b. Right-click on the first account you would like to deactivate and choose Edit Account.
c. Click the Bank Feeds Settings tab in the Edit Account window.
d. Select Deactivate All Online Services and click Save & Close.
e. Click OK for any alerts or messages that may appear with the deactivation.
f. Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
a. Choose Lists menu > Chart of Accounts.
b. Right-click on an account you would like to activate and choose Edit Account.
c. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear.
d. Enter America First Credit Union in the search field and select Continue.
e. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact us if your login information does not work.
f. Ensure you associate the accounts to the appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New.
Important: Do NOT select “Create New Account” unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.
g. After all accounts have been matched, click Next and then click Done.
On August 17:
1. Backup Quicken Mac Data File and Update the application.
a. Choose File > Save a Backup.
b. Download the latest Quicken Update. Choose Quicken > Check for Updates.
2. Complete a final transaction download.
a. Complete last transaction update before the change to get all of your transaction history up to date.
b. Accept all new transactions into the appropriate registers.
On August 19:
Activate the online banking connection for accounts connected to America First Credit Union.
1. Click your account in the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter America First Credit Union in the search field, select the correct option, and click Continue.
5. Enter your America First credentials.
• Direct Connect might require credentials that do not match your online banking credentials.
Important: If your credentials do not work, contact us.
6. 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.
7. Click Finish.
Before August 17:
1. Backup QuickBooks Mac Data File & Update the Application.
a. Choose File > Backup.
b. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
2. Complete a final transaction download.
a. Complete last transaction update before the change to get all of your transaction history up to date.
b. Accept all new transactions into the appropriate registers. (required)
On or after August 19:
1. Deactivate online banking connection for accounts connected to America First Credit Union.
a. Choose Lists > Chart of Accounts.
b. Click the first account you would like to deactivate and choose Edit > Edit Account.
c. Choose Online Settings in the Edit Account window.
d. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
e. Click OK for any alerts or messages that may appear with the deactivation.
f. Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
a. Choose Banking > Online Banking Setup.
b. Type America First Credit Union in the search field, then click Next and follow the instructions in the setup screen.
c. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
d. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact us if your login information does not work.
e. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
f. Click Next, and then click Done.
g. Repeat this step for each account that you have connected to America First.
At America First Credit Union, our chief concern is the financial well-being of members. We strive to provide superior products and services and strengthen the communities we serve.
