Beware of spoof callers. We will NEVER call to confirm your debit card number, PIN or online banking login information. Even if the call looks like it’s from CU SoCal, do not share your information Learn More
Skip nav to main content.

Revised Quicken Windows Web Connect

How Our Digital Banking Enhancements Impact Your Quicken for Windows Web Connect Account

As Credit Union of Southern California (CU SoCal) completes its enhancements to its Online and Mobile Banking platforms, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your login credentials for online banking. Please note that your Quicken for Mac Express Web Connect Account uses the same user ID and password as CU SoCal’s Online Banking platform.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Documentation and Procedures

Task 1: Conversion Preparation

  1. Backup your data file. To do so, go to the Help menu > Search, search for Backing Up Your Data, and follow the instructions.
  2. Download the latest Quicken Update. Navigate to the Help menu > Search, search for Update Software, and follow the instructions.

Task 2: Optional – Complete a Final Download Before the Second to Last Week of July

  1. Download your Quicken Web Connect file from https://www.www-dev.cusocal.org/.
  2. Click File > File Import > Web Connect File. Locate and select the file to import.
  3. Repeat this for each account (checking, savings, credit cards, brokerage, etc.).
  4. Accept all new transactions into the appropriate registers.

NOTE: If you need help matching transactions, go to Help menu > Quicken Help, search for Matching Transactions, and follow the instructions.

Task 3: Disconnect Accounts in Quicken After the Second to Last Week in July

  1. Go to the Tools menu > Account List.
  2. Click Edit on the account you wish to deactivate.
  3. In the Account Details dialog, go to the Online Services tab.
  4. Click Deactivate and confirm.
  5. Switch to the General tab.
  6. Remove the financial institution name and account number, then click OK.
  7. Repeat for each account to be disconnected.

Task 4: Reconnect Accounts to CU Southern California After the Second to Last Week in July

  1. Download your Quicken Web Connect file from https://www.www-dev.cusocal.org/.
  2. Note the date of your last successful connection to avoid duplicate transactions.
  3. Click File > File Import > Web Connect File. Locate and select the file to import.
  4. When the Import Downloaded Transactions window opens:
    • Select Link to an existing account.
    • Choose the correct account in the dropdown.

DO NOT select Create a new account unless you’re adding a new one. If presented with unwanted accounts, choose Ignore – Don’t Download into Quicken or click Cancel.

Repeat steps for each account to be reconnected.