Our digital banking (online and mobile) connection to Intuit products QuickBooks and Quicken is in the process of being upgraded to make it more reliable for members.

What’s changing: We’re moving from a third-party connection to a direct connection with Intuit. This means fewer interruptions and smoother synching.

On December 2: Both QuickBooks and Quicken services may experience connectivity issues while this transition is completed.

What do I need to do: On or after December 2, this update will require you to disconnect and reconnect your PSCCU accounts. Please see detailed instructions for QuickBooks and Quicken below. This process should only take a couple minutes.

What to expect:

• Your information will remain secure. No data will be lost.
• Once reconnected, the interface will appear the same as before. You will not need to change your workflow.

Have questions?
If you need help or run into errors with this process, our team will be happy to work with you. Please call us at 425.283.5151 or send an email to askus@psccu.org.

Thank you for your patience as we work to make your digital banking experience even better!

QuickBooks Connection Instructions

Deactivate any PSCCU accounts:

• Open QuickBooks
• Go to Accounting > Bank transactions
• Click green arrow dropdown next to “Link account”
• Click “Manage connections”
• Click on “Puget Sound Cooperative Credit Union” to view drop down list of connected accounts
• Click green toggle next to each account listed.
  • Select “Disable now” to disconnect

After each PSCCU account is deactivated, to reconnect:

• Go to Accounting > Bank transactions
• Click “Connect account”
• Search for PSCCU, then click “Puget Sound Cooperative Credit Union” in search list
• Sign in with your PSCCU online banking login credentials.
  • Important: If your online banking credentials do not work, contact PSCCU directly via phone at 425.283.5151 or email to ask@psccu.org.
• Select which accounts you want to connect to and enter account type
• Select date range for transaction import
• Click “Connect”
• Confirm your transactions are syncing correctly

Quicken Connection Instructions

Deactivate any PSCCU accounts:

• Open Quicken
• Choose Tools > Account List.
• Click “Edit” on the PSCCU account to deactivate.
• In Account Details, click “Online Services.”
• Click “Deactivate.”. Follow prompts to confirm deactivation.
• Select the General tab.
• Delete Financial Institution and Account Number information. Click “OK” to close window.
• Repeat steps for any additional PSCCU accounts that apply.

After each PSCCU account is deactivated, to reconnect:

• Choose Tools > Account List.
• Click “Edit” on the account you want to activate.
• In Account Details, click “Online Services” and then choose “Set up Now.”
• Type PSCCU in the search field and click “Next.”
• Enter your PSCCU login credentials.
  • Express Web Connect uses the same credentials you use for your PSCCU online banking login.
  • Direct Connect might require credentials that do not match your online banking credentials.
  • Important: If your online banking credentials do not work, contact PSCCU directly via phone at 425.283.5151 or email to ask@psccu.org.
• Ensure you associate the accounts to 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.

After all accounts have been matched, click “Next” and then “Done.