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ATTENTION QUICKBOOKS, QUICKEN, AND MINT USERS

APCO Employees Credit Union is migrating to a new online and mobile banking system on June 9, 2021. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Conversion instructions are available below.

 

1st Action Date: June 4, 2021
A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.

2nd Action Date: June 9, 2021
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:

  • Quicken Win/Mac Express Web Connect
  • QuickBooks Online Express Web Connect
  • Mint

Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.

If you have any questions, please contact us at (205) 226-6800.

Quicken Conversion Instructions

As APCO Employees 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 following contains instructions for both Windows and Mac, and the connectivity types Web Connect and Express Web Connect.

QuickBooks Online Conversion Instructions

As APCO Employees Credit Union completes its system conversion, you will need to modify your QuickBooks Online settings to ensure that your data connectivity transfers smoothly to the new system. The following contains instructions for both connectivity types (Web Connect and Express Web Connect).

These instructions refer to two “Action Dates.” The 1st Action Date is by June 4, 2021 and 2nd Action Date after June 9, 2021.

IMPORTANT: Express Web Connect will not be available until 5 business days after the 2nd Action Date, so please utilize another connectivity type if you need transaction updates during this downtime. There is no delay for Web Connect.

On the 1st Action Date:
1. Backup Quicken Windows Data File and Update.

a. Choose File > Backup and Restore > Backup Quicken File.
b. Download the latest Quicken Update. Choose Help > 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. Repeat this step for each account you need to update.
c. Accept all new transactions into the appropriate registers.

On the 2nd Action Date:
1. Deactivate online banking connection for accounts connected to APCO Employees 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 APCO Employees Credit Union and Account Number information.
g. Click OK to close window.
h. Repeat steps for any additional accounts.

2. Reconnect online banking connection for accounts that apply.

a. Download a Quicken Web Connect file from APCO Employees Credit Union’s online banking site.
b. In Quicken, choose File > File Import > Web Connect (.QFX) File.
c. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
d. 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.
e. Repeat this step for each account you have connected to APCO Employees Credit Union.

Quicken Mac Web Connect

On the 1st Action Date:
1. Backup your 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. Repeat this step for each account you need to update.
c. Accept all new transactions into the appropriate registers.

On the 2nd Action Date:
Activate online banking connection for accounts connected to APCO Employees Credit Union.
1. Select your account under the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter APCO Employees Credit Union in the search field, select the correct option and click Continue.
5. Log into APCO Employees Credit Union’s online banking site 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.

6. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted
7. 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.

8. Click Finish.

 

Quicken Windows Express Web Connect

On the 1st Action Date:
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 the 2nd Action Date:
1. Deactivate online banking connection for accounts connected to APCO Employees 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 APCO Employees Credit Union 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 APCO Employees Credit Union in the search field and click Next.
e. Enter your APCO Employees Credit Union credentials.

    • Express Web Connect uses the same credentials you use for your APCO Employees Credit Union online banking login.
    • Direct Connect might require credentials that do not match your online banking credentials.

Important: If your credentials do not work, contact APCO Employees Credit Union.

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.

 

Quicken Mac Quicken Connect

On the 1st Action Date:
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 the 2nd Action Date:
Activate the online banking connection for accounts connected to APCO Employees 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 your financial institution name in the search field, select the correct option and click Continue.
5. Enter your financial institution credentials.

  • Express Web Connect uses the same credentials you use for your institution’s online banking login.
  • Direct Connect might require credentials that do not match your online banking credentials.

Important: If your credentials do not work, contact your financial institution.

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.

Mint Conversion Information

As APCO Employees Credit Union completes its system conversion, Mint aggregation services may be interrupted for up to 5 business days. Mint.com data is stored on Intuit cloud servers. Data is updated with every change and cannot restore data to a previous point in time.

For a successful account update, do not log into your Mint.com until 5 business days after the 2nd Action Date APCO Employees Credit Union has communicated.

During this time, the Mint.com server will automatically make the system conversion for your activated accounts. If you login into Mint.com during this time, you may see duplicate accounts or an error displayed. Please do not attempt to change the status or make any changes in Mint.com during this time. After 5 business days, the accounts should reconcile showing your transaction history available.

In the event that your accounts do not display current transactions after 5 business days, you may log back into Mint.com and click refresh to update the account. After the download completes, click the Transactions tab to view up to 90 days of transaction history.