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Web Connect

Easily connect your PFCU account to Quicken® or QuickBooks®.

If you use Quicken® or QuickBooks® software for your personal bookkeeping or small business, you can now quickly connect your Power Financial Credit Union accounts to get a fuller picture of your financial life.

Using Web Connect, easily import your PFCU account information to Quicken® or QuickBooks® to better manage your personal and/or business finances.

Benefits for Members
  • No manual data entry: Once set up, members can download all their transactions right into Quicken or QuickBooks.
  • Automatically reconcile data: Complete transaction and balance information makes categorization and account reconciliation easy.
  • No duplicate transactions: A special transaction-matching algorithm prevents duplicate transactions.
  • Automatic account setup: The first time that members initiate a download from Online Banking, Quicken and QuickBooks will set up their accounts for them.
What is Web Connect?

Web Connect is a service that allows members to manually download transactions and account balances from their PFCU accounts and then import them into Quicken and QuickBooks.

Steps to initiate a Web Connect download in Online Banking:
  1. Sign on to PFCU Online Banking
  2. Click an account on the My Accounts screen
  3. Adjust the date range and/or filter transactions if desired
  4. Click the Export link
  5. Choose the download format (Quicken .qfx or QuickBooks .qbo)
  6. Click Export button
For questions about Web Connect, call 800.548.5465 to speak with one of our trusted advisors.

Life is full of big decisions. From buying a car to retirement, we’re here to support you and make those moments a little less stressful.

*Quicken and the Quicken logo are trademarks or registered trademarks of Intuit Inc., in the United States and other countries.