QUICKBOOKS AND QUICKEN UPDATE

Important Update: QuickBooks & Quicken Connection Changes

Action may be required for members using QuickBooks Express Connect, QuickBooks Direct Connect, Quicken Express Connect, or Quicken Direct Connect.

What's Happening:

On December 9, Central Willamette Credit Union upgraded its connection with QuickBooks and Quicken to improve reliability and ensure smoother integration.

What You May Need to Do:

On or after December 9, if you experience an error when syncing your accounts with QuickBooks or Quicken, you may need to perform these one-time steps:

  1. Disconnect your CWCU accounts in your QuickBooks or Quicken software.

  2. Reconnect the accounts using the updated connection method after the change is complete.

We’ve created step-by-step guides to walk you through the process, just select your product below and open the dropdown.

Choose Your Instructions

Find the dropdown that matches your product and follow the easy-to-use instructions!

Quickbooks Online

  • On or after 12/09/2025.

    Disconnect online banking connections for accounts connected to CWCU. 

    1. In QuickBooks Online, go to Accounting on the left side menu
    2. Go to Bank Transactions
    3. Click green arrow next to Link account
    4. Click Manage connections
    5. Click on Central Willamette Credit Union to see drop down list of connected accounts
    6. Click the toggle next to each account listed, then click Disable now to disconnect
    7. Do this for all of the Central Willamette Credit Union accounts listed

    Reconnect online banking connections for accounts. 

    1. In QuickBooks Online, go to Accounting on the left side menu
    2. Go to Bank Transactions
    3. Click Connect account
    4. Search for Central Willamette Credit Union, then click on Central Willamette Credit Union in the search list
    5. Sign in with your Central Willamette digital banking credentials
    6. Complete the One-Time Passcode
    7. Select which accounts you want to connect and enter account type
    8. Select date range for transaction import
    9. Click Connect
    10. Confirm your transactions are syncing correctly

QuickBooks Mac Desktop

  • On or after 12/09/2025:

    Deactivate online banking connection for your CWCU accounts.

    1. Choose Lists > Chart of Accounts.
    2. Click the first account you would like to deactivate and choose Edit > Edit Account.
    3. Choose Online Settings in the Edit Account window.
    4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
    5. Click OK for any alerts or messages that may appear with the deactivation.
    6. Repeat steps for any additional accounts that apply.

    Reconnect online banking connections for your CWCU accounts. 

    1. Choose Banking > Online Banking Setup.
    2. Enter your CWCU credentials and click Continue in the search field, then click Next and follow the instructions in the setup screen
    3. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
    4. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact your financial institution if your login information does not work.
    5. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
    6. Click Next, and then click Done.
    7. Repeat this step for each account that you have connected to this institution

Quickbooks Windows Desktop

  • On or after 12/09/2025:

    Deactivate online banking connection for accounts connected to CWCU.

    1. Choose Lists menu > Chart of Accounts.
    2. Right-click on the first account you would like to deactivate and choose Edit Account.
    3. Click the Bank Feeds Settings tab in the Edit Account window.
    4. Select Deactivate All Online Services and click Save & Close.
    5. Click OK for any alerts or messages that may appear with the deactivation.
    6. Repeat steps for any additional accounts that apply.

    Reconnect online banking connections for your CWCU accounts. 

    1. Choose Lists menu > Chart of Accounts.
    2. Right-click on an account you would like to activate and choose Edit Account.
    3. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear.
    4. Enter Central Willamette CU in the search field and select Continue.
    5. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact us or visit your local branch if your login information does not work.
    6. Ensure you associate the accounts with 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.
    7. After all accounts have been matched, click Next and then click Done.

Quicken Windows

  • On or after 12/09/2025:

    Deactivate online banking connection for accounts connected to CWCU.

    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 CWCU and Account Number information. Click OK to close window.
    7. Repeat steps for any additional accounts that apply.

    Reconnect the online banking connection for your CWCU 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 Central Willamette CU in the search field and click Next.
    5. Enter your CWCU login credentials.
      • Express Web Connect uses the same credentials you use for your CWCU online banking login.
      • Direct Connect might require credentials that do not match your online banking credentials.
      • Important: If your credentials do not work, contact us or visit a local branch.  
    6. Ensure you associate the accounts with 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.
    7. After all accounts have been matched, click Next and then Done.

Quicken Mac

  • Deactivate online banking connection for accounts connected to CWCU.

    1. Open Quicken for Mac.
    2. Go to the Accounts list (left sidebar) and select the account you want to disconnect.
    3. Click the Settings (gear) icon at the bottom right of the account register.
    4. Select Edit Account Settings.
    5. In the account settings window, look for the Downloads or Connection Type section.
    6. Click Disconnect Account (or "Change Connection Type" and then "Disconnect").
    7. Confirm the disconnection if prompted.

    Reconnect the online banking connection for your CWCU accounts. 

    1. Click your account in the Accounts list on the left side.
    2. Choose Accounts > Settings.
    3. Select Set up transaction download.
    4. Type Central Willamette CU in the search field, select the correct option and click Continue.
    5. Enter your CWCU login credentials.
      • Express Web Connect uses the same credentials you use for your CWCU online banking login.
      • Direct Connect might require credentials that do not match your online banking credentials.
      • Important: If your credentials do not work, contact us or visit your local branch. 
    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.