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Quicken/QuickBooks Conversion Instructions

Use the following instructions to convert your Quicken or QuickBooks accounts over from HCU Classic Online Banking to HCU New Online Banking. Update: Automatic downloads are now available!

Select the instructions that apply to your software and configuration.

Connection Method


Quicken
(Windows & Mac)


QuickBooks
(Windows & Mac)

Web Connect
(Manual Download)

Quicken for Windows 2011–2014

Quicken for Mac 2006-2007

Quicken Essentials for Mac 2010

QuickBooks for Windows 2011-2014

QuickBooks for Mac 2011–2013

Express Web Connect
(Automatic Download)

Quicken for Windows 2011-2014

Quicken Essentials for Mac 2010

N/A

If you want to change your method of downloading transactions, view the instructions here.


Additional Help:

Post Conversion Troubleshooting