Get Your Finances On The Right Track
If you have purchased Quicken™, you will be able to use it here. If not, click HERE to view the various versions of Quicken™ that you can purchase online.
Please note Launch CU interfaces with Quicken™, but does not provide technical support.
Quicken™ System Upgrade Instructions
As Launch CU completes system upgrades, you may need to modify your Quicken settings to ensure for a smooth transition of your data. Please reference the below instructions, based on your device.
Quicken Web Connect
1. Disconnect online banking connection for accounts connected to financial institution that is requesting this change.
a. Select Banking from the left column.
b. Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.
c. Click Edit Account Info.
d. Check the box next to Disconnect this Account on Save.
e. Click Save and Close.
f. Repeat steps for any additional accounts that apply.
2. Reconnect online banking connection for accounts that apply.
a. Download a Web Connect file (.qbo or .qfx) from your financial institution’s online banking site.
b. In QuickBooks Online, choose Banking from the left column.
c. 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 a.
d. Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next.
Important: Do NOT choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online.
e. When the import is finished, click Let's go!
f. Review the For Review tab on the Banking page to view what was downloaded.
g. Click Next, and then click Done.
h. Repeat this step for each account that you have connected to this institution.