Quicken Essentials for Mac Using Express Web Connect

As GO Federal Credit Union completes its Home Banking upgrade, you will need to modify your Quicken Essentials settings to ensure a smooth transition of your data. To complete these instructions, you will need your GO Federal Credit Union Home Banking Access ID and password. Quicken may still show Dallas Telco for your existing connection rather than the new name. Whichever name you use, we will refer to the one that exists already as the "Old GOFCU" system and the new connection you will be establishing as the "New GOFCU" system.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

NOTE:  This update is time sensitive and can be completed on or after April 28, 2014.



Documentation and Procedures

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select “Backing up data files,” and follow the instructions.

2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates,” and follow the instructions.


Task 2: Connect to your Old GOFCU setup

1. Select your account under the “Accounts” list on the left side.

2. Choose Accounts menu > Update Selected Online Account.

3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.


Task 3: Deactivate Your Account(s) in the old GO FCU system

1. Select your account under the “Accounts” list on the left side.

2. Choose Accounts menu > Settings.

3. Remove the checkmark from “I want to download transactions”.

4. Click Save.

5. Click Continue when asked to confirm this deactivation.

6. Repeat steps 2 – 5 for each account.


Task 4: Re-activate Your Account(s) at the new GO FCU system

1. Select your account under the Accounts list on the left side.

2. Choose Accounts menu > Update Selected Online Account.

3. Click List menu > Select GO Federal Credit Union.

4. Click Continue.

5. NOTE: Select “Quicken Connect” for the “Connection Type” if prompted.

6. Enter your Login Credentials.

7. Click Continue.

8. In the “Choose your Accounts” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select your existing account, and each additional account you wish to download into Quicken Essentials.

9. IMPORTANT: Do NOT select “ADD” under the action column.

10. Click Continue.


Have questions? We’re happy to assist you. Give us a call at 214.742.6551.