Direct-connect Service Resuming
Updated Aug. 31, 2022 — We’re in the process of fully restoring the direct-connect function that enables your account to sync with QuickBooks, Quicken and Mint in Online Banking. Some users may have trouble accessing the service for a few weeks while we’re implementing the new connection.
As we work to safely reestablish this service, security monitoring and testing of the new connection will be increased. This heightened security may cause intermittent access issues for some members during the initial implementation. We expect the service to be fully reintegrated within the next few weeks.
Some of the errors are temporary and may be resolved quickly by attempting to log in again. For a small percentage of members, the errors won't be resolved until the integration is fully restored in the coming weeks. Unfortunately, those members will remain unable to use the service until implementation is complete.
We realize this service is an important tool that members use to balance their budgets and run their businesses. We apologize for any inconvenience to you while this service has been unavailable, and for any continued interruptions you may experience as we work to establish a secure connection.
If You Get an Error Message
If you receive an error message when attempting to use the direct-connect function, we recommend trying again. If the error messages continue, you might be temporarily blocked from using the service. We expect these issues to be resolved by the end of September when the direct-connect service is fully reintegrated in Online Banking.
If you're temporarily unable to use the service, you can access your transaction history and manually export your recent account activity from Online Banking into your program by following these instructions.
- Log in to Online Banking to download your recent account activity.
- Select the account from which you want to download activity. Transactions can be downloaded for only one account at a time.
- Identify the transactions to download using one of these parameters:
- Most recent (150 transactions maximum)
- Last month (first of the current month to date)
- Last two months
- Specific date range
- By check number
- By transaction amount
- Export the transaction data by selecting one of the file formats listed at the bottom of the page:
- Quicken (.QFX)
- QuickBooks (.QBO)
- Comma Separated Value (.CSV), for Excel
- You will see a file download message asking you to open or save the file. When you click Open, the .QFX or .QBO file should automatically upload into the appropriate program.
We'll update this article when we have more information to share about the restored direct connection between Online Banking and accounting software products.