Business Quickbooks support.

Quicken and QuickBooks.

How to use Intuit financial software with STCU business online banking.

This page will help new users of STCU’s business online banking integrate your favorite Intuit financial software. Choose the Quicken or QuickBooks software you use at your business, then scroll down to instructions for that program and follow the directions to get set up. If you experience any problems, contact STCU at the numbers listed at the bottom of this page.

Quicken instructions.

Quicken Windows Direct Connect and Express Web Connect.

Before logging into the STCU business online banking, please do the following:

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 (required).

When you first log into STCU’s business online banking, deactivate online banking connection for accounts connected to STCU that are requesting this change. Here’s how:

1. Choose “Tools > Account List.”
2. Click “Edit” on the account to deactivate.
3. In Account Details, click “Online Services.”
4. Click “Deactivate.” Follow prompts to confirm deactivation.
5. Click the “General” tab.
6. Delete “Financial Institution” and “Account Number” information. Click “OK” to close window.
7. Repeat steps above for any additional accounts that may apply.

Next, reconnect the online banking connection for your accounts:

1. Choose “Tools > Account List.”
2. Click “Edit” on the account you want to activate.
3. In Account Details, click “Online Services” and then choose “Set Up Now.”
4. Type “STCU Business” in the search field and click “Next.”
5. Enter your new STCU business online banking login credentials.
6. Express Web Connect requires your username and password.
7. Direct Connect requires your username and password. (Note: If your credentials do not work, please contact STCU.)
8. Be careful to 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.”
9. After all accounts have been matched, click “Next” and then “Done.”

Quicken Mac Direct Connect and Quicken Connect.

Before you log into STCU’s business online banking, do the following:

1. Backup “Quicken Mac Data File” and update the application.
2. Choose “File > Save a Backup.”
3. Download the latest Quicken Update. Choose “Quicken > Check for Updates.”
4. Complete a final transaction download.
5. Complete the last transaction update before updating your transaction history.
6. Accept all new transactions into the appropriate registers (required).

When you first log into STCU’s business online banking, activate the online banking connection for accounts connected to STCU that are requesting this change. Here’s how:

1. Click your account in the “Accounts” list on the left side.
2. Choose “Accounts > Settings.”
3. Select “Set up transaction download.”
4. Enter “STCU Business” in the search field, select the correct option, and click “Continue.”
5. Enter your new STCU business online banking login credentials.
6. Express Web Connect requires your username and password.
7. Direct Connect requires your username and password. (If your credentials do not work, contact STCU.)
8. In the “Accounts Found” screen, 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.
9. Click “Finish.”

Quicken Windows Web Connect.

Before logging into STCU’s business online banking, please do the following:

1. Backup Quicken Windows Data File and Update.
2. Choose “File > Backup” and “Restore > Backup Quicken File.”
3. Download the latest Quicken Update. Choose “Help > Check for Updates.”
4. Complete a final transaction download.
5. Complete last transaction update before updating your transaction history.
6. Repeat this step for each account you need to update.
7. Accept all new transactions into the appropriate registers (required).

When you first log into STCU’s business online banking, follow these steps:

1. Deactivate online banking connection for accounts connected to STCU that are requesting this change. Here’s how:
2. Choose “Tools > Account List.”
3. Click “Edit” on the account to deactivate.
4. In Account Details, click “Online Services.”
5. Click “Deactivate.” Follow prompts to confirm deactivation.
6. Click the “General” tab.
7. Delete “Financial Institution” and “Account Number” information.
8. Click “OK” to close window.
9. Repeat above steps for any additional accounts.
10. Reconnect online banking connection for accounts that apply by doing this:
11. Download a Quicken Web Connect file from STCU’s business online banking.
12. In Quicken, choose “File > File Import > Web Connect (.QFX) File.”
13. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
14. 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.
15. Repeat this step for each account you have connected to STCU.

Quicken Mac Web Connect.

Before logging into STCU’s business online banking, do the following:

1. Backup your Quicken Mac data file and update the application. Here’s how:
2. Choose “File > Save a Backup.”
3. Download the latest Quicken Update. Choose “Quicken > Check for Updates.”
4. Complete a final transaction download.
5. Complete last transaction update before updating your transaction history.
6. Repeat this step for each account you need to update.
7. Accept all new transactions into the appropriate registers (required).

When you first log into STCU’s business online banking, activate online banking connection for accounts connected to STCU that are requesting this change. Here’s how:

1. Select your account under the “Accounts” list on the left side.
2. Choose “Accounts > Settings.”
3. Select “Set up transaction download.”
4. Enter “STCU Business” in the search field, select the correct option and click “Continue.”
5. Log into STCU’s new business online banking and download your transactions to your computer.
   Important: make 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, associate each new account to the appropriate account 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.”

QuickBooks desktop instructions.

QuickBooks Windows Direct Connect.

Before logging into the STCU business online banking, do the following:

1. Back up QuickBooks windows data file and update.
2. Choose “File > Back Up Company > Create Local Backup.”
3. Download the latest QuickBooks update. Go to “Help > Update QuickBooks Desktop.”
4. Complete a final transaction download and match downloaded transactions.
5. Complete transaction update to update your transaction history.
6. Accept all new transactions into the appropriate registers (required).

When first logging into STCU business online banking, do the following:

1. Deactivate online banking connection for each account that is connected to STCU and requesting this change.
2. Choose “Lists menu > Chart of Accounts.”
3. Right click on the first account you would like to deactivate and choose “Edit Account.”
4. Click the “Bank Feeds Settings” tab in the “Edit Account” window.
5. Select “Deactivate All Online Services” and click “Save & Close.”
6. Click “OK” for any alerts or messages that may appear with the deactivation.
7. Repeat steps for any additional accounts that apply.
8. Reconnect business online banking connection for accounts that apply.
9. Choose “Lists menu > Chart of Accounts.”
10. Right-click on an account you would like to activate and choose “Edit Account.”
11. Select “Set Up Bank Feeds” on the bottom of the popup screen and select “Yes” in the dialog box that will appear.
12. Enter “STCU Business” in the search field and select “Continue.”
13. When prompted for your login credentials, enter your new STCU business online banking login credentials. Direct Connect will require that you enter your online banking username and password only. Contact STCU if your business online banking login credentials do not work with Direct Connect.
14. 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.”
15. After all accounts have been matched, click “Next” and then click “Done.”

QuickBooks Mac Direct Connect.

Before logging into STCU business online banking, do the following:

1. Backup “QuickBooks Mac Data File & Update the Application.”
2. Choose “File > Backup.”
3. Download the latest QuickBooks Update. Choose “QuickBooks > Check for QuickBooks Updates.”
4. Complete a final transaction download.
5. Complete transaction update before the change to update your transaction history.
6. Accept all new transactions into the appropriate registers (required).

When first logging into STCU business online banking, do the following:

1. Deactivate online banking connection for accounts connected to STCU that are requesting this change.
2. Choose “Lists > Chart of Accounts.”
3. Click the first account you would like to deactivate and choose “Edit > Edit Account.”
4. Choose “Online Settings” in the “Edit Account” window.
5. In the “Online Account Information” window, choose “Not Enabled from the Download Transactions” list and click “Save.”
6. Click “OK” for any alerts or messages that may appear with the deactivation.
7. Repeat above steps for any additional accounts that apply.
8. Reconnect business online banking connection for accounts that apply.
9. Choose “Banking > Online Banking Setup.”
10. Type “STCU Business” in the search field, then click “Next” and follow the instructions in the setup screen.
11. Select “Yes, my account has been activated for QuickBooks Online Services” in the “Online Banking Assistant” window. Click “Next.”
12. When prompted for your login credentials, enter your new login credentials for the STCU business online banking. Direct Connect requires your online banking username and password only. Contact STCU if your login information does not work.
13. For each account you wish to download into QuickBooks, click “Select” and “Account” to connect to your existing account’s registers.
14. Click “Next,” and then click “Done.”
15. Repeat above steps for each account that you have connected to STCU.

QuickBooks Windows Web Connect.

Before logging into STCU’s business online banking, do the following:

1. Backup “QuickBooks Windows Data File & Update.”
2. Choose “File > Back Up Company > Create Local Backup.”
3. Download the latest QuickBooks Update. Choose “Help > Update QuickBooks Desktop.”
4. Complete transaction download and match downloaded transactions.
5. Complete transaction update before the change to update your transaction history.
6. Accept all new transactions into the appropriate registers (required).

When first logging into STCU’s business online banking, do the following:

1. Deactivate online banking connection for accounts connected to STCU that are requesting this change.
2. Choose “Lists menu > Chart of Accounts.”
3. Right-click the first account you want to deactivate and choose “Edit Account.”
4. Click the “Bank Feeds Settings” tab in the “Edit Account” window.
5. Select “Deactivate All Online Services” and click “Save & Close.”
6. Click “OK” for any alerts or messages that may appear with the deactivation.
7. Repeat above steps for any additional accounts that you need to deactivate.
8. Reconnect business online banking connection for accounts that you deactivated.
9. Login to STCU business online banking and download your transactions to a QuickBooks (.qbo) file.
   Important: Note your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
10. In QuickBooks, choose “File > Utilities > Import > Web Connect Files.” Locate your saved “Web Connect” file and select to import.
11. In the “Select Bank Account” dialog select, use an existing QuickBooks account.
    Important: Do not select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.
12. In the drop-down list, choose your QuickBooks account(s) and click “Continue.” Confirm by selecting “OK.”

QuickBooks Mac Web Connect.

Before logging into STCU’s business online banking, do the following:

1. Backup your QuickBooks Mac data file and update the application.
2. Choose “File > Backup.”
3. Download the latest QuickBooks Update. Choose “QuickBooks > Check for QuickBooks Updates.”
4. Complete a final transaction download.
5. Complete the transaction update before the change to update your transaction history.
6. Repeat this step for each account you need to update.
7. Accept all new transactions into the appropriate registers (required).

When first logging into STCU’s business online banking, do the following:

1. Deactivate online banking connection for accounts connected to STCU that are requesting this change.
2. Choose “Lists > Chart of Accounts.”
3. Select the first account you would like to deactivate and choose “Edit > Edit Account.”
4. Select “Online Settings” in the “Edit Account” window.
5. In the “Online Account Information” window, choose “Not Enabled from the Download Transactions” list and click “Save.”
6. Click “OK” for any dialog boxes that may appear with the deactivation.
7. Repeat above steps for any additional accounts that apply.
8. Reconnect business online banking connection for accounts that apply.
9. Login to STCU business online banking and download your transactions into a QuickBooks (.qbo) file.
   Important: Note your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
10. In QuickBooks, choose “File > Import > From Web Connect.” Use the import dialog to import your saved Web Connect file.
11. In the “Account Association” window, click “Select an Account” to choose the appropriate existing account register.
    Important: Do not select “NEW” under the action column unless you intend to add a new account to QuickBooks.

Click “Continue” and “OK” for any dialog boxes that require action.

QuickBooks Online Instructions.

QuickBooks Express Web Connect.

Before logging into STCU business online banking, do the following:

1. Complete a final transaction download.
2. Complete the transaction update to update your transaction history.
3. Accept all new transactions into the appropriate registers.

When first logging into STCU’s business online banking, do the following:

1. Disconnect online banking connection for the account connected to STCU that is requesting this change.
2. Select “Banking” from the left column.
3. Click the account you want to disconnect, then click the pencil Icon on the corner of that account box.
4. Click “Edit Account Info.”
5. Check the box next to “Disconnect this Account on Save.”
6. Select “Save” and “Close.”
7. Repeat above steps for any additional accounts that apply.

Five business days after you first login to STCU’s business online banking, complete these steps:

1. Reconnect business online banking connection for accounts that apply.
2. On the “Banking” page, click “Add Account” in the upper-right side of the screen.
3. Type in “STCU Business” and choose the correct option from the results.
4. When prompted for your login credentials, enter your new STCU business online banking credentials and click “Continue.” Express Web Connect requires your online banking username and password. Contact STCU if your login information does not work.
5. Provide additional information, if requested.
6. Associate your accounts for STCU to the appropriate account already listed under “Which accounts do you want to connect?” Choose the matching accounts in the drop-down menu.
   Important: Do not select “+Add New” unless you intend to add a new account to QuickBooks Online. If you are presented with accounts that you do not want to track in this QuickBooks Online Company, uncheck the box next to “Account Name.”
7. After all accounts have been matched, click “Connect” and then click “Finish.”
8. Exclude duplicate transactions.
9. Select “Banking” from the left column.
10. In the “For Review” section, click the checkboxes for the transactions you want to exclude.
11. Choose “Batch Actions > Exclude Selected.

QuickBooks Online Web Connect.

Before logging into STCU’s business online banking, do the following:

1. Complete a final transaction download.
2. Complete transaction update before the change to update your transaction history.
3. Accept all new transactions into the appropriate registers.

When first logging into STCU’s business online banking, do the following:

1. Disconnect online banking connection for the account connected to STCU that is requesting this change.
2. Select “Banking” from the left column.
3. Click on the account you would like to disconnect, then click the pencil Icon on the corner of that account box.
4. Click “Edit Account Info.”
5. Check the box next to “Disconnect this Account on Save.”
6. Click “Save” and “Close.”
7. Repeat above steps for any additional accounts that apply.
8. Reconnect business online banking connection for accounts that apply.
9. Download a Web Connect file (.qbo or .qfx) from STCU’s business online banking.
10. In QuickBooks Online, choose “Banking” from the left column.
11. Click “File Upload” in the upper-right of the screen and use the upload dialog to locate the Web Connect file you downloaded in step 2a.
12. Choose the appropriate account from the drop-down menu under “QuickBooks Account” and then click “Next.”
    Important: Do not choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online.
13. When the import is finished, click “Let's go!”
14. Review the “For Review” tab on the “Banking” page to view what was downloaded.
15. Click “Next” and then “Done.”

Repeat above steps for each account that you have connected to STCU.