How do I add Delta Community Credit Union Accounts to QuickBooks for Windows using Direct Connect?
Note, these instructions do not apply to QuickBooks Online, they are for the QuickBooks for Windows Desktop program, only.
To add Delta Community Credit Union accounts to QuickBooks for Windows using Direct Connect, a unique password must be set up within Delta Community’s Online Banking before adding accounts to QuickBooks. If you have not previously done so, follow the Register/Enroll steps to register your membership in Delta Community’s Direct Connect service and create a Direct Connect password.
To Register/Enroll:
Log in to the online banking for your membership from our main web site page.
Once logged in, under the Additional Services menu, choose Connectivity for Quicken and QuickBooks.
If you have not previously registered this membership for Direct Connect service, you will be prompted to establish a Direct Connect password. The Direct Connect password you establish here is a separate password from your online banking password, so changing your online banking password would not affect your Direct Connect password, and vice versa).
If you are not prompted to establish a Direct Connect password, that indicates your account is already registered. If you do not recall your Direct Connect password, you will need to call us at 800-544-3328 to have it reset.
Next, add your Delta Community account to a QuickBooks for Windows company file using Direct Connect:
In QuickBooks for Windows, open the Company file you want to add Delta Community accounts to.
From the top menu bar, select Banking > Bank Feeds > Set Up Bank Feed for an Account.
When prompted “All open QuickBooks windows will be closed temporarily to set up Bank Feed services. Do you want to continue?”, select Yes.
An Updating Branding File window may appear for a few seconds while QuickBooks receives some general informational updates in the background. Once complete, the Bank Feed Setup window will appear.
At “Step 1: Find your bank”, in the box labeled “Enter your bank’s name”, type in “Delta Community Credit Union”. As you type, suggested results will begin to appear below. Do NOT choose “Delta Community QB Web Connect”.
You will now be presented with the informational message “Enroll in Direct Connect”. This is just QuickBooks reminding you that you must register/enroll your membership in Delta Community’s Direct Connect service in order to connect your membership’s accounts to the QuickBooks for Windows Desktop program. Click Continue if you have already completed the Direct Connect enrollment process (described under Register/Enroll steps above).
You will now be presented with a log in screen requesting your log in credentials for Delta Community’s Direct Connect service.
In the box labeled “Online Banking Username”, enter the same username you use for logging in to online banking for this membership.
In the box labeled “Direct Connect Password”, enter the Direct Connect password you established when you enrolled in our Direct Connect service for this membership, then click Connect.
If the log in credentials were correctly entered, on the left-hand side you will see a list of accounts Delta Community provided to QuickBooks. For each account that was provided to QuickBooks, the QuickBooks program gives you several options. For each account provided on the left, choose the appropriate option.
Do not add the account to the company’s Chart of Accounts (i.e. ignore it),
Add the account to the company’s Chart of Accounts,
If applicable, Map the account provided to an account that already exists in the company’s Chart of Accounts.
Once done selecting an option for all the accounts provided, click Connect. A “Success!” message confirming what accounts have been added will display.
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Equal Housing Lender
NCUA
National Credit Union Administration, a U.S. Government Agency
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government.