1. Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.
2. Download the latest Quicken Update. Go to Help > Check for Updates.
3. Complete a final transaction download. Accept all new transactions into the appropriate registers.

1. Deactivate Online Banking Connection for Your KeyPoint Accounts: 
   1. Choose Tools > Account List. 
   2. Click Edit on the account to deactivate.
   3. In Account Details, click Online Services.
   4. Click Deactivate. Follow prompts to confirm deactivation.
   5. Click the General tab.
   6. Delete Financial Institution and Account Number information. Click OK to close window.
   7. Repeat steps for any additional accounts that apply.

2. Reconnect the Online Banking Connection for Your KeyPoint Accounts: 
   1. Choose Tools > Account List.
   2. Click Edit on the account you want to activate.
   3. In Account Details, click Online Services and then choose Set up Now.
   4. Type KeyPoint Credit Union in the search field and click Next.
   5. Enter your KeyPoint credentials.
      • Express Web Connect uses the same credentials as your Online Banking login.  
      • Important: If your credentials do not work, contact us at (888) 255-3637.  
   6. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.
      • Important: Do NOT choose “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, choose Ignore – Don’t Download into Quicken or click Cancel.

   7. After all accounts have been matched, click Next and then Done.

Instructions for One-Step Update Initiated from Within Quicken: 

On the 1st Action Date:  

1. Backup Quicken Mac Data File and Update the Application: 
   1. Choose File > Save a Backup. 
   2. Download the latest Quicken Update. Choose Quicken > Check for Updates. 
2. Complete a Final Transaction Download: 
   1. Complete last transaction update before the change to get all of your transaction history up to date. 
   2. Accept all new transactions into the appropriate registers. 

On the 2nd Action Date: 

Activate the Online Banking Connection for Your KeyPoint Accounts: 

1. Click your account in the Accounts list on the left side.
2. Choose Accounts > Settings. 
3. Select Set up transaction download. 
4. Enter KeyPoint Credit Union in the search field, select the correct option and click Continue. 
5. Enter your KeyPoint credentials.
   • Express Web Connect uses the same credentials you use for your Online Banking login.
   • Important: If your credentials do not work, contact us at (888) 255-3637.  
6. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account. 
   • Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken. 
7. Click Finish. 

Instructions for Downloading a Web Connect File from Online Banking: 

On the 1st Action Date:  

1. Backup Quicken Windows Data File and Update:
   1.  Choose File > Backup and Restore > Backup Quicken File.
   2.  Download the latest Quicken Update. Choose Help > Check for Updates.  
2. Complete a Final Transaction Download:
   1.  Complete last transaction update before the change to get all of your transaction history up to date.
   2. Repeat this step for each account you need to update.
   3. Accept all new transactions into the appropriate registers.  

On the 2nd Action Date:  

1. Deactivate Online Banking Connection for Your KeyPoint Accounts:
   1. Choose Tools > Account List.
   2. Click Edit on the account to deactivate. 
   3. In Account Details, click Online Services.
   4. Click Deactivate. Follow prompts to confirm deactivation.
   5. Click the General tab.
   6. Delete Financial Institution and Account Number information.
   7. Click OK to close window.
   8. Repeat steps for any additional accounts.  

2. Reconnect Online Banking Connection for your KeyPoint Accounts:
   1. Download a Quicken Web Connect file from KeyPoint’s Online Banking.  
   2. In Quicken, choose File > File Import > Web Connect (.QFX) File.  
   3. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.  
   4. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken. 
   5. Repeat this step for each account you have connected to KeyPoint. 

Instructions for Downloading a Web Connect File from Online Banking: 

On the 1st Action Date:  

1. Backup your Quicken Mac Data File and Update the Application: 
   1. Choose File > Save a Backup.  
   2. Download the latest Quicken Update. Choose Quicken > Check for Updates.  
2. Complete a Final Transaction Download: 
   1. Complete last transaction update before the change to get all of your transaction history up to date.  
   2. Repeat this step for each account you need to update.  
   3. Accept all new transactions into the appropriate registers.  

On the 2nd Action Date:  

Activate Online Banking Connection for Your KeyPoint Accounts:  

1. Select your account under the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter KeyPoint Credit Union in the search field, select the correct option and click Continue.
5. Log into KeyPoint Online Banking and download your transactions to your computer.  
   • Important: 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 titled Drop download file. Choose 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, click Link to pick your existing account.  
   • Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.  
8. Click Finish. 

1. 1. Choose Tools > Online Center.
   2. Choose KeyPoint Credit Union from the Financial Institution drop-down list.
   3. On the Payments tab, choose an account from which a payment is scheduled in the future.
   4. In the payments status list, you will cancel payments for each payee with a status that is scheduled for delivery on a date after the 1st Action Date. To do this, select the first payee and click Cancel Payment.
   5. Repeat steps 3 & 4 for all payments that are scheduled for delivery after the 1st Action Date.
   6.  On the toolbar, click Repeating.
   7. Choose a payment instruction and click Delete. Click Delete again in the confirmation window.
   8. Repeat step 7 for each repeating payment you have with KeyPoint.

1. Highlight a Bill Payment transaction on the account register.  
2. While on the account register, choose File > Print to save your list of pending payments. You can use this when you re-create the bill payments and send these payments again. 
3. Click Edit at the bottom of the account register window.  
4. Click Edit Details below the highlighted transaction.  
5. Click the Online Payment tab and choose Cancel Payment.
6. Repeat these steps for each outstanding Bill Payment you have scheduled with KeyPoint.

1. Backup QuickBooks Windows Data File & Update: 
   1. Choose File > Back Up Company > Create Local Backup.
   2. Download the latest QuickBooks Update. Choose Help > Update QuickBooks Desktop.  
2. Complete a Final Transaction Download and Match Downloaded Transactions: 
   1. Complete one last transaction update before the change to get all of your transaction history up to date.  
   2. Accept all new transactions into the appropriate registers (required). 

1. Deactivate Online Banking Connection for Your KeyPoint Accounts: 
   1. Choose Lists menu > Chart of Accounts.
   2. Right-click the first account you want to deactivate and choose Edit Account. 
   3. Click the Bank Feeds Settings tab in the Edit Account window. 
   4. Select Deactivate All Online Services and click Save & Close.
   5. Click OK for any alerts or messages that may appear with the deactivation.  
   6. Repeat steps for any additional accounts that you need to deactivate.  

2.  Reconnect Online Banking Connection for Accounts that You Deactivated:  
   1. Log in to KeyPoint Online Banking and download your transactions to a QuickBooks (.qbo) file.
      1. Note: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.  
   2. In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.  
   3. 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.
   4. ​​​​​​​​​​​​​​In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK. 

1. Backup your QuickBooks Mac Data File & Update the Application:  

1. Choose File > Backup.  

2. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.  

2. Complete a Final Transaction Download: 

1. Complete last transaction update before the change to get all of your transaction history up to date.  

2. Repeat this step for each account you need to update.  

3. Accept all new transactions into the appropriate registers (required).  

1. Deactivate Online Banking Connection for Your KeyPoint Accounts: 

1. Choose Lists > Chart of Accounts.  

2. Select the first account you would like to deactivate and choose Edit > Edit Account.  

3. Select Online Settings in the Edit Account window.  

4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.  

5. Click OK for any dialog boxes that may appear with the deactivation.  

6. Repeat steps for any additional accounts that apply.  

2. Reconnect Online Banking Connection for Accounts that Apply:  

1. Log in to KeyPoint Online Banking and download your transactions into to a QuickBooks (.qbo) file. 
   1. Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.  

2.  In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.  

3. In the Account Association window, click Select an Account to choose the appropriate existing account register. 
   1. Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks.  

4. Click Continue and OK for any dialog boxes that require action. 

1. Open the Register of the account you made the payment from.  

2. Choose Company > Chart of Accounts.  

3. Double-click the proper account.  

4. In the register, locate the transaction to be canceled.  

5. Click the transaction to be deleted.  

6. Choose Edit > Cancel Payment.  

1. Complete a final transaction download.  

2. Complete last transaction update before the change to get all of your transaction history up to date.  

3. Accept all new transactions into the appropriate registers.  

1. Select Banking from the left column.  

2. Click the account you want to disconnect, then click the Pencil Icon on the corner of that account box.  

3. Click Edit Account Info.  

4. Check the box next to Disconnect this Account on Save.  

5. Select Save and Close.  

6. Repeat steps for any additional accounts that apply.  

1. Reconnect Online Banking Connection for Your KeyPoint Accounts: 

1. On the Banking page, click Add Account in the upper-right side of the screen.  

2. Type in KeyPoint Credit Union and choose the correct option from the results.  

3. Enter your KeyPoint credentials and click Continue. Express Web Connect uses the same credentials you use for Online Banking.  

4. Provide additional information, if requested.  

5. Ensure you associate the accounts for KeyPoint to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu. 
   1.  Important: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online. If you are presented with accounts you do not want to track in this QuickBooks Online Company, uncheck the box next to the Account Name.  
6.  After all accounts have been matched, click Connect and then click Finish.  

2. Exclude Duplicate Transactions: 

1. Select Banking from the left column.  

2. In the For Review section, click the checkboxes for the transactions you want to exclude.  

3. Choose Batch Actions > Exclude Selected. 

1. Complete a final transaction download.  

2. Complete last transaction update before the change to get all of your transaction history up to date.  

3. Accept all new transactions into the appropriate registers.  

1. Disconnect Online Banking Connection for Your KeyPoint Accounts: 

1. Select Banking from the left column.  

2. Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.  

3. Click Edit Account Info.  

4. Check the box next to Disconnect this Account on Save.  

5. Click Save and Close.  

6. Repeat steps for any additional accounts that apply.  

2. Reconnect Online Banking Connection for Your KeyPoint Accounts:  

1. Download a Web Connect file (.qbo or .qfx) from KeyPoint Online Banking.  

2. In QuickBooks Online, choose Banking from the left column.  

3. Click File Upload in the upper-right side of the screen and use the upload dialog to locate the Web Connect file you downloaded in step 1.  

4. Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next.  
   1. Important: Do NOT choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online.  
5. When the import is finished, click Let's go!  

6. Review the For Review tab on the Banking page to view what was downloaded.  

7. Click Next, and then click Done.  

8. Repeat this step for each account that you have connected to KeyPoint.