On Thursday, April 22, 2021, you will need to switch your Quicken and Quickbooks Express Web Connect to the faster and easier Direct Connect to access your P1FCU account information inside Quicken or QuickBooks.
- No manual data entry - Once you're set up, you can download all your transactions right into Quicken®—instead of typing them in by hand.
- Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
- No duplicate transactions - Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
- Easier to use - Direct Connect files may be automatically opened from within Quicken®, which eliminates the need for you to search for files that have been downloaded.
You will need your Customer ID and Password to get started.
Once you have this information, you are ready to enable your accounts in Quicken®. Click HERE to view a step-by-step tutorial on how to Switch from Express Web Connect to Direct Connect on Windows or a Mac. Click HERE for more information on the different connection types.