To ensure your data connectivity transfers smoothly to the new system, QuickBooks users will need to modify their QuickBooks settings by Thursday, April 30, 2026. Below you will find instructions for both Windows and Mac operating systems, and both connectivity types (Direct Connect and Web Connect).
QuickBooks Windows Direct Connect
Before April 30, 2026
- Backup QuickBooks Windows Data File & Update
- Choose File > Back Up Company > Create Local Backup
- Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop
- Complete a final transaction download and match downloaded transactions
- Complete one last transaction update before the change to get all of your transaction history up to date
- Accept all new transactions into the appropriate registers (required)
After May 5, 2026
- Deactivate the online banking connection for accounts connected to Triangle Credit Union
- Choose Lists menu > Chart of Accounts
- Right-click on the first account you would like to deactivate and choose Edit Account
- Click the Bank Feed Settings tab in the Edit Account window
- Select Deactivate All Online Services and click Save & Close
- Click OK for any alerts or messages that may appear with the deactivation
- Repeat steps for any additional accounts that apply
- Reconnect online banking connection for accounts that apply
- Choose Lists menu > Chart of Accounts
- Right-click on an account you would like to activate and choose Edit Account
- Select Set Up Bank Feeds at the bottom of the pop-up screen and select Yes in the dialog box that will appear
- Enter Triangle Credit Union in the search field and select Continue
- Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact TCU if your login information does not work.
- Ensure you associate the accounts to 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 QuickBook. If you are presented with accounts you do not want to track in this date file, choose Do Not Add to QuickBooks - After all accounts have been matched, click Next and then click Done.
QuickBooks Mac Direct Connect
Before April 30, 2026
- Backup QuickBooks Mac Data File & Update
- Choose File > Backup
- Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates
- Complete a final transaction download
- Complete one last transaction update before the change to get all of your transaction history up to date
- Accept all new transactions into the appropriate registers (required)
After May 5, 2026
- Deactivate the online banking connection for accounts connected to Triangle Credit Union
- Choose Lists menu > Chart of Accounts
- Click on the first account you would like to deactivate and choose Edit > Edit Account
- Choose Online Settings in the Edit Account window
- In the Online Account Information Window, choose Not Enabled from the Download Transactions list and click Save
- Click OK for any alerts or messages that may appear with the deactivation
- Repeat steps for any additional accounts that apply
- Reconnect online banking connection for accounts that apply
- Choose Banking > Online Banking Setup
- Enter Triangle Credit Union in the search field, then click Next and follow the instructions in the setup screen
- Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next
- Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact TCU if your login information does not work.
- For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
- Click Next, and then click Done.
- Repeat this step for each account that you have connected to this institution.
QuickBooks Windows Web Connect
Before April 30, 2026
- Backup QuickBooks Windows Data File & Update
- Choose File > Back Up Company > Create Local Backup
- Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop
- Complete a final transaction download and match downloaded transactions
- Complete one last transaction update before the change to get all of your transaction history up to date
- Accept all new transactions into the appropriate registers (required)
After May 5, 2026
- Deactivate the online banking connection for accounts connected to Triangle Credit Union
- Choose Lists menu > Chart of Accounts
- Right-click on the first account you would like to deactivate and choose Edit Account
- Click the Bank Feed Settings tab in the Edit Account window
- Select Deactivate All Online Services and click Save & Close
- Click OK for any alerts or messages that may appear with the deactivation
- Repeat steps for any additional accounts that apply
- Reconnect online banking connection for accounts that apply
- Log into Triangle Credit Union’s online banking site and download your transactions to a QuickBooks (.qbo) file
NOTE: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download - In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import
- In the Select Bank Account dialog, select Use an existing QuickBooks account
Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks. - In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK
- Log into Triangle Credit Union’s online banking site and download your transactions to a QuickBooks (.qbo) file
QuickBooks Mac Web Connect
Before April 30, 2026
- Backup your QuickBooks Mac Data File & update the application
- Choose File > Backup
- Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates
- Complete a final transaction download
- Complete one last transaction update before the change to get all of your transaction history up to date
- Repeat this step for each account you need to update
- Accept all new transactions into the appropriate registers (required)
After May 5, 2026
- Deactivate the online banking connection for accounts connected to Triangle Credit Union
- Choose Lists menu > Chart of Accounts
- Click on the first account you would like to deactivate and choose Edit > Edit Account
- Choose Online Settings in the Edit Account window
- In the Online Account Information Window, choose Not Enabled from the Download Transactions list and click Save
- Click OK for any alerts or messages that may appear with the deactivation
- Repeat steps for any additional accounts that apply
- Reconnect online banking connection for accounts that apply
- Log into Triangle Credit Union’s online banking site and download your transactions to a QuickBooks (.qbo) file
NOTE: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download - In QuickBooks, choose File > Import > Web Connect Files. Use the import dialog to import your saved Web Connect file
- In the Account Association window, click Select and Account to choose the appropriate existing account register.
Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks. - Click Continue and OK for any dialog boxes that require action
- Log into Triangle Credit Union’s online banking site and download your transactions to a QuickBooks (.qbo) file
