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Quicken & Quickbooks


Quicken® is one of the fastest and easiest ways to organize your personal finances. Keys Federal Credit Union offers Direct Connect that will allow you to directly download your account information into Quicken®.

 

    Quicken logo
  • No manual data entry – Once you’re set up, you can download all of your transactions directly into Quicken® instead of typing them in by hand.
  • Automatically reconcile data – Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions – Direct Connect incorporates a special transaction matching algorithm that prevents the download of duplicate transactions.
  • Easier to use – Direct Connect files may be automatically opened from within Quicken®, which eliminates the need for your to search for files that have been downloaded.

Getting Started

To get started, you will need Quicken or Quickbooks software loaded and configured on your computer. Then, simply enter your member number and your password in the designated spaces on the left side of your screen to log into your KeysFCU accounts and you'll be on your way.

If you do not have a password, please e-mail us at info@keysfcu.org, or call our Member Service Center at (305) 294-6622 or (800)805-7535.

Once you have this information, you are ready to enable your accounts in Quicken®. For assistance, please see the Quicken Getting Started Guide.

Getting Started Guides for Quicken®

Guide for Quicken® - MAC 2006
Guide for Quicken® - Win 2006
Guide for Quicken® - Win 2007-08


Quickbooks


Quickbooks logoKeys Federal Credit Union offers Direct Connect to download your business account information into QuickBooks®! Using QuickBooks will help you to manage your business more efficiently, leaving you more time to do the things you want.

  • No manual data entry - Download all your transactions directly into QuickBooks®, rather then typing them in by hand.
  • Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions - Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to use - Direct Connect files may be automatically opened from within QuickBooks®, which eliminates the need for you to search for files that have been downloaded.

To get started

To get started, you will need Quicken or Quickbooks software loaded and configured on your computer. Then, simply enter your member number and your password in the designated spaces on the left side of your screen to log into your KeysFCU accounts and you'll be on your way.

If you do not have a password, please e-mail us at info@keysfcu.org, or call our Member Service Center at (305) 294-6622 or (800) 805-7535.

Once you have this information, you are ready to enable your accounts in QuickBooks®. For assistance, please see the QuickBooks Getting Started Guide.


Getting Started Guide for QuickBooks®

Guide for Quickbooks® - Win 2006-07
Guide for Quickbooks® - Win 2008
Keys FCU is an Equal Housing Lender