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Pearl Hawaii Credit Union
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Pearl Hawaii Credit Union
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Quicken Instructions

Quicken Instructions

Instructions have come directly from Quicken.  We recommend you back-up the information you have in Quicken first. If you have detailed questions involving your Quicken application, please consult Quicken at their support page.

WINDOWS & MAC

As Pearl Hawaii FCU completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data.

To complete these instructions, you will need your login credentials for online banking.

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.

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates,” and follow the instructions.

MAC EXPRESS WEB CONNECT

NOTE: Quicken Express Web Connect uses the same User ID and Password as your financial institution’s website.

Task 2: Optional task

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing.

Task 3: Disconnect Accounts

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Troubleshooting > Deactivate Downloads.
  4. Repeat steps for each account to be disconnected.

Task 4: Reconnect Accounts to Pearl Hawaii

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter Pearl Hawaii FCU in the Search field, select the name in the Results list and click Continue.
  5. Enter your User Id and Password and click Continue.
  6. If the bank requires extra information, enter it to continue. NOTE: Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted.
  7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account. IMPORTANT: Do NOT select “ADD” under the action column.
  8. Select Finish.

MAC WEB CONNECT

Task 2: Optional task 

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Sign in to online banking and download transactions for an account.
  4. Import the transactions.
  5. Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.

Task 3: Connect Accounts at Pearl Hawaii FCU

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter Pearl Hawaii FCU in the Search field, select the name in the Results list and click Continue.
  5. Log in to https://pearlhawaii.com/. Download a file of your transactions to your computer. NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
  6. Drag and drop the downloaded file into the box Drop download file. NOTE: Select “Web Connect” for the “Connection Type” if prompted.
  7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account. IMPORTANT: Do NOT select “ADD” under the action column unless you intend to add a new account to Quicken.
  8. Click Finish.
  9. Repeat steps for each account to be connected.

WINDOWS EXPRESS WEB CONNECT

Task 2: Optional task

  1. Choose Tools menu > One Step Update.
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers. NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.

Task 3: Disconnect Accounts in Quicken 

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be disconnected.

Task 4: Reconnect Accounts to Pearl Hawaii

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter Pearl Hawaii FCU in the search field, select the name in the list and click Next. Page 3 of 3
  7. If presented with the Select Connection Method screen, select Express Web Connect.
  8. Enter your User ID and Password. Click Connect. NOTE: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu. IMPORTANT: Do NOT select Add to Quicken 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, select Ignore – Don’t Download into Quicken.
  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  11. Click Done or Finish.

WINDOWS WEB CONNECT

Task 2: Optional task 

  1. Download your Quicken Web Connect file from https://pearlhawaii.com/.
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.
    If new transactions were received from your connection, accept all new transactions into the appropriate registers. NOTE: If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.

Task 3: Disconnect Accounts in Quicken 

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be disconnected.

Task 4: Reconnect Accounts to Pearl Hawaii 

  1. Download your Quicken Web Connect file from https://pearlhawaii.com/. NOTE: Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.
  2. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  3. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken. IMPORTANT: Do NOT select 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, select Ignore – Don’t Download into Quicken or click the Cancel button.
  4. Repeat steps for each account to be reconnected.