Introduction

As Visions Federal Credit Union completes its system conversion to, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your User ID and Password for each Financial Institution.

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.

Thank you for making these important changes!

Documentation and Procedures


Step 1: Conversion Preparation


  1. Backup your data file. For instructions to back up your data file, choose Help menu > QuickBooks Help. Search for Back Up and follow the instructions.
  2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu > QuickBooks Help. Search for Update QuickBooks, then select Update QuickBooks and follow the instructions.

Note: If multiple computers do not use the same QuickBooks data file, skip step 3. QuickBooks activities such as Online Banking cannot be performed in multi-user mode because of the way the activities interact with a company data file.

  1. Switch to single user mode. For instructions to switch to single user mode, choose Help menu > QuickBooks Help. Search for Switch to Single User Mode and follow the instructions.

Note: If you are not using Classic Mode (Register Mode), enable it for the conversion. You can change it back after the conversion is complete.

  1. Enable Classic Mode (Register Mode).
  2. For instructions to enable Classic Mode (Register Mode), choose Help menu>QuickBooks Help. Search for Banking Feed Modes, select Bank Feeds Modes overview, scroll down, and follow the instructions.

Step 2: Connect to [Financial Institution A] for a final download before 11/4/2018


  1. Log in to Visions Federal Credit Union and download your QuickBooks Web Connect file.
  2. Click File > Utilities > Import > Web Connect Files.
  3. Link your bank account with the existing QuickBooks account and click Continue.
  4. Repeat steps for each account.

Step 3: Match Downloaded Transactions


If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose Help menu > QuickBooks Help. Search for Matching Transactions and follow the instructions.

Note: All transactions must be matched or added to the register prior to disconnecting your accounts.


Step 4: Disconnect Accounts at Visions Federal Credit Union on or after 11/6/2018


  1. Choose the Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Click Edit menu > Edit Account.
  4. Click on the Bank Feed Settings tab in the Edit Account window.
  5. Select Deactivate All Online Services and click Save & Close.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps for each account to be disconnected.

Step 5: Reconnect Accounts to Visions Federal Credit Union on or after 11/13/2018


  1. Log in to https://digital.visionsfcu.org/visionsfcu/uux.aspx#/login and download your QuickBooks Web Connect file.
  2. Click File > Utilities > Import > Web Connect Files.

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.

  1. If prompted for connectivity type, select Web Connect.
  2. Click the Import new transactions now radio button, then click OK.

Note: If you previously removed the check from the “Always give me the option of saving to a file...” option, then this dialog will not display.

  1. In the Select Bank Account dialog, click Use an existing QuickBooks account.
  2. In the corresponding drop-down list, select your QuickBooks account, and click Continue.
  3. Confirm the prompt by clicking OK.
  4. Repeat steps for each account to be reconnected.

Note: Verify that all transactions downloaded successfully into your account registers.


Step 6: Re-enable Express Mode (if necessary)


Note: If you prefer Classic Mode (Register Mode), you are finished with your conversion. If you use Express Mode for online banking, you may now re-enable the mode.

For instructions to enable Express Mode, choose Help > QuickBooks Help. Search for Banking Feed Modes, then select Bank Feed Modes overview, and follow the instructions.

Knowledgebase Articles

Digital Banking Tutorials and Tips

If you're ready to make the most of your remote banking options, you've come to the right place. Explore our helpful videos, tips, and resources below to enroll today and start using the convenient features provided by Digital Banking.

Annual Percentage Yield

One great reason to save money at Visions: dividends!* Your deposits in savings accounts earn a percentage back over time, and we offer excellent, competitive rates for our members. You'll notice our savings rates, including Share Certificates and Flex Money Market accounts, are always advertised with APY, or Annual Percentage Yield. You may also notice that in some instances, like our rates pages, we include the interest rate or dividend rate, too.

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