QuickBook, Quicken, and Mint Accounts

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
  1. Sign In: Log into QuickBooks Online.
  2. 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".
  3. Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search field.
  4. Enter Credentials: Input your Austin Telco FCU digital banking credentials.
  5. Complete Setup: Follow the instructions to link your accounts. QuickBooks will automatically download your transactions.


QuickBooks Desktop
  1. 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.
  2. Enter Credentials: Provide your digital banking credentials for Austin Telco FCU.
  3. Link Accounts: Ensure you link to the existing accounts in QuickBooks to avoid duplicates.

Quicken

Quicken for Windows
  1. Add Account:
    • Open Quicken, go to "Tools" > "Add Account".
    • Select "Banking" and then "Checking", "Savings", etc.
  2. Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search field.
  3. Enter Credentials: Provide your Austin Telco FCU digital banking credentials.
  4. Connect and Download: Follow the prompts to link your account and download transactions.


Quicken for Macs
  1. 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".
  2. Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search field.
  3. Enter Credentials: Provide your Austin Telco FCU digital banking credentials.
  4. Complete Setup: Follow the prompts to finish the connection process.

Mint

Mint
  1. Sign In: Log into your Mint account on your web browser or open the Mint app.
  2. Add Account:
    • Web: Click on "Add Accounts" at the top of the page.
    • App: Tap the "+" icon to add a new account.
  3. Search for Austin Telco FCU: Enter "Austin Telco FCU" in the search bar.
  4. Enter Credentials: Provide your Austin Telco FCU digital banking credentials.
  5. Connect: Follow the prompts to complete the connection process. Mint will start importing your account data.