Importing Web Connect Files into
Quicken / Quickbooks

We no longer support a Direct Connect connection for Quicken/Quickbooks products. If your version does not support an Express Web Connect (Windows) or Quicken Connect (Mac) connection, please follow these instructions to import Web Connect files.

Reminders

Please ensure that you can log into Internet Banking without issue before establishing a new Quicken connection.

Before using Quicken/Quickbooks you should also ensure that you have the proper backups for your system. When you purchase the Quicken program, it usually comes with a license agreement that includes support from Intuit directly. If these steps do not work, you will have to get Quicken support or Quickbooks support.

Documentation and Procedures

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

Task 1: Conversion Preparation

Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.

Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Updates and follow the instructions.

To Download Web Connect Files Into Quicken

Task 2: Deactivate Your Accounts

Choose Tools menu > Account List.
Click the Edit button of the account you want to deactivate.
In the Account Details dialog, click on the Online Services tab.
Click Deactivate. Follow the prompts to confirm the deactivation.
Click on the General tab.
Remove the Financial Institution Name and Account Number; leave blank. Click OK to close the window.
Repeat steps for each account to be disconnected.

Task 3: Import the Web Connect file

Open your Quicken application and leave open in the background.
Access your account via www.hvcu.org through a web browser outside of Quicken.
Log into your financial institution's account using your Username and Password.
Download your online transaction activity by selecting the desired account, click the Filter icon and select the date range of transactions desired. Let the transactions load.
Export the file by clicking the Export icon, selecting Quicken.(QFX) file.
Open the downloaded file. It should connect instantly to Quicken. The Quicken icon in the toolbar will blink to let you know it received the transmission.
Link to the desired account in Quicken or click Add to add a new account register.
Repeat for each desired account.

Task 2: Import the Web Connect file

Select your account under the Accounts list on the left side.
Choose Accounts menu > Settings.
Select Set Up transaction download.
Enter Hudson Valley Credit Union in the Search field, select the name in the Results list, and click Continue.
Log into https://www.hvcu.org. Download a file of your transactions to your computer. NOTE: 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 Drop download file. NOTE: Select 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, select Link to pick your existing account. IMPORTANT: Do NOT select ADD under the action column unless you intend to add a new account to Quicken.
Click Finish.
Repeat steps for each account to be connected.

To Download Web Connect Files Into Quickbooks

Task 1: Deactivate your accounts

IMPORTANT: All transactions must be matched or added to the register prior to deactivating your accounts.

Choose the Lists menu > Chart of Accounts.
Left click the account you want to deactivate.
Click Edit on the menu > click Edit Account.
In the Edit Account window, click on the Online Services tab.
Select Deactivate All Online Services > click Save & Close.
Click OK for any messages
Repeat steps 2 – 6 for each account at Hudson Valley Credit Union

Go to Lists and then select Chart of Accounts.
Highlight the account and select the Pencil icon to edit.
Select Online Settings.
In the Download Transactions drop-down menu, select Not Enabled.
Select OK to confirm.

Task 2: Download Web Connect Files

Outside QuickBooks

Access your account via www.hvcu.org through a web browser outside QuickBooks.
Log into your financial institution's account using your Username and Password.
Download your online transaction activity by selecting the desired account, click the Filter icon, and select the date range of transactions desired. Let the transactions load.
Export the file by clicking the Export icon, selecting Quickbooks.(QBO) file and save to an easily accessible location on your computer.
From the QuickBooks File menu, select Utilities, then Import, and then Web Connect Files.
Select the QBO file you saved, then select Open.
When prompted to Select Bank Account, select:
- Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
- Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.
Continue. You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
Go to the Bank Feeds Center to review your transactions.
Repeat for each desired account

Within QuickBooks

Access your financial institution's website within QuickBooks.
From the Bank Feeds center, choose Hudson Valley Credit Union or manually enter.
Select Download Transactions.
A QuickBooks browser window opens and displays your financial institution's website. Use your Username and Password to log in.
Download your online transaction activity by selecting the desired account, click the Filter icon, and select the date range of transactions desired. Let the transactions load.
Export the file by clicking the Export icon, selecting Quickbooks.(QBO) file and save to an easily accessible location on your computer.
Follow the prompts in Quickbooks to Select Bank Account:
- Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
- Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.
Go to the Bank Feeds Center to review your transactions.
Repeat for each desired account.