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Direct Connect for QUICKEN/Quickbooks FAQS

How do I Enroll for Direct Connect for Quicken/Quickbooks?

To use Direct Connect for Quicken/Quickbooks with your PFCU account(s) you must 1st sign up for this service separately from Teller Net. Please Log-in to Teller Net and go to Manage Money > Connectivity for Quicken and Quickbooks to enroll.

Direct Connect for Quicken

Enter and confirm the password that you wish to use, your password must be between 6 and 8 characters (may be alpha-numeric and is case-sensitive) and then click on the “Submit” Button. The password you create during this process can't be the same as your Teller Net password. After successfully completing the registration please follow the steps below.


How to Setup Direct Connect for Quicken/Quickbooks?

You must have completed the above registration, enrolled for the service, and have your Quicken password you just created ready.

I already have an existing account with PFCU I would like to setup for Quicken.

Click here to download Instructions.

I have a new account with PFCU I would like to setup for Quicken.

Click here to download Instructions.

Remove duplicate transactions from Quicken.

Click here to download Instructions for MAC.

Click here to download Instructions for Windows.

rob

"In straying from the traditional life path, I've always had to be strategic with my finances so I happily welcomed a meeting with Erin, a money expert at PFCU. Aside from learning about her life story, I gained an understanding of the local roots of PFCU, learned that it's the institution of choice of some of the people with whom I've previously met and also became genuinely interested in their Kasasa cash back checking accounts! I'd recommend checking them out for anyone in the Philly area looking to build their savings!"

ROB - Robs10kFriends.com

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PFCU is a proud member of the National Association of Federal Credit Unions
National Credit Union Administration 
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.
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We do Business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.

We provide links to external websites for your convenience. Philadelphia Federal Credit Union does not endorse and is not responsible for their content, links, privacy or securities policies.

Please note that the amount of money contained in your investment accounts are considered non-deposit products and therefore, are not NCUA insured, not credit union guaranteed, may lose value, are not guaranteed by any government agency. Securities, Financial Planning and Insurance products are offered through LPL Financial, and its affiliates, Member FINRA, SIPC. LPL Financial and Philadelphia Federal Credit Union are independent entities.