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Steps to Add Delta Community Credit Union Accounts to Quickbooks for Windows

How do I add Delta Community Credit Union Accounts to Intuit QuickBooks® for Windows® using Direct Connect?

Please note, these instructions Do Not Apply to QuickBooks® Online, they are only for the QuickBooks® for Windows® Desktop program.

To add Delta Community Credit Union accounts to QuickBooks® for Windows® using Direct Connect, you must first set up a unique Direct Connect password within Delta Community’s Online Banking. 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 from our website home 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. Please note, that this password is a separate password from your Delta Community Online Banking password, so changing your Online Banking password would not affect your Direct Connect password.
- 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, please 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, enter Delta Community Credit Union in the box labeled Enter your bank’s name. As you type, suggested results will begin to appear below. Do NOT choose “Delta Community QB Web Connect”.
You will now see the informational message Enroll in Direct Connect. This message is a reminder from QuickBooks® 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. If you have already completed the Direct Connect enrollment process (described under Register/Enroll steps above), click Continue.
You will now be presented with a log in screen requesting your log in credentials for Delta Community’s Direct Connect service.
1. In the box labeled Online Banking Username, enter the same username you use for logging in to online banking for this membership.
2. 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 login credentials were correctly entered, you’ll see a list of Delta Community accounts on the left-hand side that were provided to QuickBooks®. For each account listed, the QuickBooks® program will present several options. Review the options and select the appropriate one for each account:
- Do not add the account to the company’s Chart of Accounts; just 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.
After selecting an option for each account, click Connect. You will receive a “Success!” message listing the accounts that have been successfully added. .
Click Close to finish.

Steps to Add Delta Community Credit Union Accounts to Quickbooks for Windows

How do I add Delta Community Credit Union Accounts to Intuit QuickBooks® for Windows® using Direct Connect?

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Equal Housing Lender

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National Credit Union Administration, a U.S. Government Agency