Union Bank

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Quicken and QuickBooks

Union Bank is upgrading our online banking service on March 13th.  If you are a Quicken or QuickBooks user, please be sure to download your latest transactions on March 9th or 10th.  To continue using Quicken after the conversion, you will need to complete an account deactivation and reactivation process within Quicken.  Quicken Deactivation and Reactivation Procedures

User Guides explaining the deactivation and reactivation process are available below or call our Customer Care Team at 1.888.879.0008.

Please note: Quicken has advised us that there is a chance that transaction data may be duplicated when your new profile is set up. Instructions on how to correct any duplicate data may be found in the Post Conversion Troubleshooting Guide, below.

Quicken Web Connect users (customers who download a Quicken QFX file and import that to Quicken) may continue to download that file from our existing NetTeller online banking system throughout the conversion time period. Once you start using our new online banking system, you should stop downloading from NetTeller and download your transactions from the new system.

Quicken Express Web Connect users (customers who initiate a connection from within Quicken to online banking and automatically download a file and import the transactions into Quicken) need to perform this process on March 9th or 10th. On or after March 19th, users should perform the deactivation and reactivation process. Please refer to the appropriate Quicken user guide. Note that Express Web Connect will not be available from March 11-19.

QuickBooks (desktop version) Web Connect users (customers who download a QBO or IIF format file and import that to QuickBooks) may continue to download that file from our existing NetTeller online banking system throughout the conversion time period.  Once you start using our new online banking system, you should stop downloading from NetTeller and download your transactions from the new system.

QuickBooks Express Web Connect users (customers who initiate a connection from within QuickBooks to our online banking site and automatically download a file and import the transactions into QuickBooks) need to perform this process on March 9th or 10th.  On or after March 19th, users should perform the deactivation and reactivation process. Please refer to the appropriate QuickBooks user guide. Note that Express Web Connect will not be available from March 11-19.

Mint users should not use Mint for their Union Bank accounts until March 20th to ensure the Mint product is properly updated.


Quicken/QuickBooks User Guides

Quicken for Windows – Web Connect

Quicken for Windows – Express Web Connect

Quicken for Mac 2007 – Web Connect

Quicken for Mac 2015-2017 – Web Connect

Quicken for Mac 2015-2017 – Express Web Connect

QuickBooks for Windows – Web Connect

QuickBooks for Mac – Web Connect

QuickBooks Online Edition (QBO v78)

Mint


Quicken Deactivation and Reactivation Procedures

Post Conversion Troubleshooting Guide