Frequently-Asked Questions : Intuit Quicken and QuickBooks

Allowing Quicken or QuickBooks to connect to your account

If you Quicken or QuickBooks cannot connect to the online branch, you need to specifically allow them to connect.

This is done by following these steps:

  1. Sign into the online branch.
  2. On the Account Summary screen, click on Member Profile and then Credentials & Security
  3. Scroll to the bottom of the screen in the area labeled "Third-Party Services"
  4. Enable the "Allow Intuit" option.

Quicken and QuickBooks should be able to successfully connect to your account after you follow those steps.