Direct Connect. Automatically update balance and transactions from online banking into Quicken.
Pay bills and transfer money directly from your Quicken account. Quicken is used for personal account management. Web Connect.
To run Quicken for Mac, you’ll need to be running OS X 10.10 (Yosemite) or newer. New Features introduced in Quicken 2016 for Mac. If you missed last year’s version of Quicken for Mac, here’s what was available in the previous release: Bill Payment — You can make payments within the Quicken app. Quicken 2015 for Mac: Good basic money management, but not a whole lot more There’s nothing revolutionary about what Quicken 2015 for Mac does – you sync your bank, credit cards and investment accounts and the software automatically categorizes transactions and gives you colorful reports that breaks down your income and spending.
Manually import balances and transactions from online banking into Quicken. Quicken is used for personal account management. Express Web Connect (Windows) / Quicken Connect (Mac). Automatically update balance and transactions from online banking into Quicken. Quicken is used for personal account management. What computers are compatible? Both Mac and Windows are compatible.
How do I get started? What is my password? In order to get started with Quicken - Direct Connect you will need to request a DirectConnect password. The password will be different from your Online Banking password and must be between 6-8 characters (alpha-numeric only). Login to Online Banking and select 'Connectivity for Quicken and Quickbooks' under Products and Services to get started. If you experience issues, please call a Member Service Representative at 303.443.4672 or use secure chat within Elevations’ Online Banking.
View the full. What accounts can be viewed/added? You will be able to add your personal checking, savings, money market, home equity line of credit (HELOC), credit card, personal and auto loans.
Please note, you will not be able to connect Elevations mortgage loans. What computers are compatible?
Both Mac and Windows are compatible. How do I get started? Make sure that you have your Quicken software installed on your computer.
Log into Online Banking account 3. Click on the account type (credit card, savings, checking, etc.) you wish to add 4. (optional) if you want to modify the date range that you’d like to upload into Quicken, modify the desired range: 5. Click on the 'export' tab in the upper right hand corner and choose 'export.qfx file' 6.
You can choose to 'Open File' which will automatically the file in Quicken, or, if you prefer, 'Save' the file to your computer and upload it into Quicken. What accounts can be viewed/added? You will be able to add your personal checking, savings, money market, home equity line of credit (HELOC), credit card, personal and auto loans. Please note, you will not be able to connect Elevations mortgage loans.
How much transaction history can I import? Elevations Online Banking allows you to view the past 12 months of transaction history. If you need to add in history prior to 12 months, you will need to manually enter in any history from your account statements. You can find your account statements by clicking on the eDocuments link in the upper right hand corner of Online Banking. What computers are compatible?
Both Mac (Quicken Connect) and Windows (Express Web Connect) are compatible. How do I get started? Log into your Quicken 2. Go to 'Tools' and select 'Account List' 3.
Select 'Add an Account' and select the type of account you want to add (Checking, savings, credit card, etc.) 4. Enter Elevations Credit Union into the financial institution name field, select 'Elevations IB-WC-DC' 5. Enter in your Elevations’ Online Banking username and password to connect your Elevations account into Quicken using Express Web Connect.
What accounts can be viewed/added? You will be able to add your personal checking, savings, money market, home equity line of credit (HELOC), credit card, personal and auto loans. Please note, you will not be able to connect Elevations mortgage loans. What is my Express Web Connect password? Use your Online Banking login to upload your Elevations account information into Quicken. What computers are compatible?
Both Mac and Windows are compatible. How do I get started? Make sure that you have your QuickBooks software installed on your computer. Log into Online Banking account 3.
Click on the account type (credit card, savings, checking, etc.) you wish to add 4. (optional) if you want to modify the date range that you’d like to upload into QuickBooks, modify the desired range: 5. Click on the 'export' tab in the upper right hand corner and choose 'export.qbo file' 6. You can choose to 'Open File' which will automatically the file in QuickBooks, or, if you prefer, 'Save' the file to your computer and upload it into QuickBooks. What accounts can be viewed/added? You can upload your Elevations’ business savings, business checking, business money market, and business credit card accounts into QuickBooks.
How much transaction history can I import? Elevations Online Banking allows you to view the past 12 months of transaction history. If you need to add in history prior to 12 months, you will need to manually enter in any history from your account statements. You can find your account statements by clicking on the eDocuments link in the upper right hand corner of Online Banking. Additional Question & Answers Can I export my data into CSV spreadsheet file? For more information, please view the Can I use the Online version of Quicken or QuickBooks?
You will need to download the full version of. What versions of Quicken are supported?
View the What versions of QuickBooks are supported? View the Having issues logging into your Elevations Online Banking account? Check out our for some troubleshooting information.
Video Tutorials.