Quicken, QuickBooks, and Mint Instructions

We have provided step-by-step instructions so you can easily use budgeting software, such as Quicken or Mint. If you do not perform the instructions exactly as described, your service may stop functioning properly and you risk Quicken importing duplicate transactions. The type of Quicken connectivity you use will determine what steps you need to take. Step-by-step conversion instructions for your particular version of Quicken can be found below.

Web Connect offers member’s manual control over their data feed, as they export from our website and import their transactions and account balances into Quicken and QuickBooks. Direct Connect provides automatic connectivity that allows members to instantly view their balances, transfer between accounts, pay bills, and download transactional data into Quicken and QuickBooks.

Quicken for Windows:
Quicken for Windows 2013-2015 Web Connect
Quicken for Windows 2013-2015 Direct Connect

Quicken for Mac:
Quicken for Mac 2015 Web Connect
Quicken for Mac 2015 Direct Connect
Quicken for Mac 2007 Web Connect
Quicken for Mac 2007 Direct Connect

QuickBooks for Windows:
QuickBooks for Windows 2013-2015 Web Connect

QuickBooks for Mac:
QuickBooks for Windows 2013-2015 Web Connect

Mint:
Mint Conversion Information

If you are still experiencing difficulties with your connection after trying the step-by-step instructions, please contact Quicken Support directly. Another reason that you may experience connectivity issues is that Quicken 2015 and older versions are no longer supported. You will need to upgrade to a newer version. More information about this is here