Online Banking

Online Security

Live chat by SightMax
Chat with HCU staff business
days M-F 8am-6p
 

COOPsmallCOLOR3

HUD-Symbol-web

NCUA-Symbol-gray web

 
 

Quicken Post-Conversion Troubleshooting

This quide will help you troubleshoot some of the more common issues you may face after converting Quicken or QuickBooks to our new Online Banking website.




Issue #1: Duplicate transactions after completing reactivation

This is usually caused by overlapping the date range when importing the Web Connect transactions.  Depending on the number of duplicate transactions imported, the best solution may be to restore the backup file created earlier in the conversion process.  If there are not many transactions, they can be deleted prior to, or after accepting them to the register.  

 Other symptoms may be that your register is out of balance or that you are being asked to add an adjustment during reconciliation.

Specific steps/recommendations based on products are below:



Quicken for Windows

Note:  This can also be caused by a preference that is available in Quicken for Windows, “Automatically add downloaded transactions to register”.  This step has been included in the conversion document, but may have been overlooked.

            If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.

            If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time.   If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer; restore a backup file.  Ensure that you select the correct date range when importing the Web Connect file to the restored backup.

Express Web Connect (Automatic Download) onlyDuplicate transactions may occur due to the 90 day look back when downloading transactions.  These transactions need to be manually deleted from the register.  They can be deleted one by one, or multiple transactions can be deleted at one time.

 

Quicken for Mac

            If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.

            If the transactions have already been accepted to the register, they can be deleted one by one from the register.   If there are too many transactions to delete, restore a backup file.  Ensure that you select the correct date range when importing the Web Connect file to the restored backup.

Quicken Connect onlyDuplicate transactions may occur due to the 5 day look back when downloading transactions.  These transactions need to be manually deleted from the register.  They can only be deleted one by one.

 

QuickBooks for Windows or Mac


If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.

           If the transactions have already been accepted to the register, restore a backup file.  Ensure that you select the correct date range when importing the Web Connect file to the restored backup.

 

 

Issue #2: Duplicate accounts after completing reactivation


There are two main reasons for this issue.  You may have selected “Create a new account” when importing the Web Connect file, or you may have been unable to find your account in the drop down menu and created a new account anyway. If the account is not deactivated, it will not appear in the drop down menu.

            First, confirm all accounts have been deactivated including hidden (Quicken), or inactive (QuickBooks) accounts.

            If they are, delete the duplicate account from the account list, then import the Web Connect file ensuring the customer selects “Use existing account” and selects the correct account.

           If you are not able find your account in the drop down list, refer to Intuit support to assist further.

 

 

Issue #3: Activated the incorrect account during import of the Web Connect file

         Open the account register for the account that was linked incorrectly. 

o   If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting. After deleting the downloaded transactions, deactivate the account then import the Web Connect file ensuring the customer selects “Use existing account” and select the correct account.

o   If the transactions have already been accepted to the register, restore a backup file.  Ensure that you select the correct account to link to, when importing the Web Connect file to the restored backup.

 

 

Other Issues

Click on the product name to view the FAQ on the Quicken/QuickBooks support site.

Quicken for Windows

Quicken for Mac 2005-2007

QuickBooks for Windows

QuickBooks for Mac


You can also contact Intuit/Quicken support for free at quicken.custhelp.com or QuickBooks support at support.quickbooks.intuit.com.