Interface with Quicken Software

We offer a FREE interface to Intuit Quicken® software, so you can easily import your Columbia banking records into your budget software. Quicken helps you better manage your money, balance your checkbook, track spending habits and bank online with ease. It can be purchased from local software retailers or online.

» Request Quicken Connectivity

Important:
Because of an Intuit error, which has since been resolved, existing users may need to refresh the connection to their Columbia Credit Union accounts. We apologize for the inconvenience. Click here to view the one-time steps to refresh your connection now. If you have additional questions, contact Columbia at 360.891.4000 or Intuit Support at 800.811.8766.

Don't already have Quicken? No worries, we offer FinanceWorks, which is powered by Quicken, right within your online banking access.

Software Supported

Columbia supports Direct Connect with the following software. For older versions of the software, you may export transaction information from within personal online banking.

• Intuit Quicken for Windows (2004 and newer)
• Intuit Quicken for Mac (2004 and newer)

Support

For enrollment support, click the "Live Chat" button above or call 360.891.4000. For product installation and support regarding your financial software, refer to the following resources.

	Software Online Support Phone Intuit Quicken http://www.intuit.com/support 800.811.8766

Note: Intuit may charge a fee for support calls.

Import Data

Once your software is installed and your account has been enabled for Quicken connectivity, you can quickly import your Columbia Credit Union account data from within the your software.

1. Open your Quicken software application
2. Click "Update"
3. The "One Step Update" box will open
4. Under "Financial Institutions" make sure the box for "Download latest cleared transactions and balances" is selected
5. Enter your PIN (same as your personal online banking password)
6. Click "Update Now"
7. The Quicken "One Step Update Status" box will appear
8. Once completed you will have little orange flags next to your accounts under the "Cash Flow Center"
9. Importing is completed