Setting Up Your Account
Here's a step-by-step guide on how to link your Austin Telco FCU account to QuickBooks, Quicken, and Mint on both Mac and Windows:
QuickBooks
QuickBooks Online
- Sign In: Log into QuickBooks Online.
- Link Account:
- Web: Go to the Banking or Transactions menu, then select "Link Account".
- Mac/Windows App: Click on "Banking" from the left navigation, then select "Link Account".
- Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search field.
- Enter Credentials: Input your Austin Telco FCU digital banking credentials.
- Complete Setup: Follow the instructions to link your accounts. QuickBooks will automatically download your transactions.
QuickBooks Desktop
- Activate Online Banking:
- Windows: Go to the "Lists" menu, select "Chart of Accounts", right-click on the account you want to link, then select "Edit Account". Click "Set Up Bank Feeds" and follow the instructions.
- Mac: Go to "Banking" > "Online Banking Setup", search for "Austin Telco FCU", and follow the prompts.
- Enter Credentials: Provide your digital banking credentials for Austin Telco FCU.
- Link Accounts: Ensure you link to the existing accounts in QuickBooks to avoid duplicates.
Quicken
Quicken for Windows
- Add Account:
- Open Quicken, go to "Tools" > "Add Account".
- Select "Banking" and then "Checking", "Savings", etc.
- Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search field.
- Enter Credentials: Provide your Austin Telco FCU digital banking credentials.
- Connect and Download: Follow the prompts to link your account and download transactions.
Quicken for Macs
- Add Account:
- Click the account name in the list on the sidebar to open the register.
- Click the settings gear icon in the lower right, go to the "Downloads" tab, and click "Connect Account".
- Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search field.
- Enter Credentials: Provide your Austin Telco FCU digital banking credentials.
- Complete Setup: Follow the prompts to finish the connection process.
Mint
Mint
- Sign In: Log into your Mint account on your web browser or open the Mint app.
- Add Account:
- Web: Click on "Add Accounts" at the top of the page.
- App: Tap the "+" icon to add a new account.
- Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search bar.
- Enter Credentials: Provide your Austin Telco FCU digital banking credentials.
- Connect: Follow the prompts to complete the connection process. Mint will start importing your account data.