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Quicken Support

Quicken Support

In partnership with Intuit®, the makers of Quicken®, we have added functionality to automate the process of retrieving your account transactions through One Step Update.

Features of One Step Update include:

  • The ability to add your Credit Union as a financial institution within Quicken
  • Updates to multiple accounts at once
  • No manual data entry
  • Viewable transaction data of all your Credit Union shares and loans—including your Credit Union credit card
  • Automatic reconciliation of data
  • Elimination of duplicate transactions.

  • One Step Update only supports versions of Quicken 2011-2013. If you are using an older version of Quicken, an upgrade is necessary to use One Step Update. Quicken for Macs isn’t supported using Online Banking.

    It’s easy to set up One Step Update within Quicken:

  • On your Quicken Toolbar, select “Add Account” under “Tools”
  • Follow the set-up instructions provided within Quicken
  • When prompted, enter the Credit Union name as “BCU”
  • You’ll then be asked for the member number and password you use for Online Banking
  • Finally, to begin uploading transactions into Quicken, please follow the instructions that are provided to complete verification of your accounts within Quicken.

  • Learn more and get answers to frequently asked questions.

    Intuit® is a registered trademark of Intuit Inc.
    Quicken® is a registered trademark of Intuit Inc.