![]() ![]() Supported Versions of Intuit software/apps: Thank you for making these important changes!ĭownload the instructions for your version of Quicken/Intuit software: This conversion should take 15–30 minutes. ![]() If you do not, your online banking connectivity may stop functioning properly. You should perform the following instructions exactly as described and in the order presented. To complete these instructions, you will need your login credentials for online banking. If you have not yet modified your Quicken/QuickBooks settings to the new eBranch, please follow the instructions below for your specific software. qbo file type is used for QuickBooks and the. Please note that Intuit no longer supports Express Web Connect for QuickBooks desktop software.įor all other versions of Quicken or QuickBooks, please export your Web Connect file from eBranch and upload into your software. How do I cancel the remaining scheduled transfers in a recurring series?įor QuickBooks online, Quicken Mac, and Quicken Windows users, please download the following instructions according to your software and system in order to utilize Express Web Connect. How do I cancel my next scheduled transfer? How do I switch to receive eStatements?Ĭan I transfer from my home equity line of credit/Money Market account/share draft line of credit? How do I view my cash account estatements? How do I change the security alerts I receive? Do I have to call to make sure my transactions will go through? How do I send Heritage Family Credit Union a secure message? How do I load my transactions into my software? I use Quicken/Quickbooks/an Intuit product to manage my finances. What browsers can I use to login to eBranch? Will my bill pay information move to the new system?Ĭan I customize what I see on my dashboard? How do I view my external transfer history? ![]() ![]() How do I view my additional external or internal/member-to-member accounts? How do I add an additional or external account? Can I pay my loan/credit card/mortgage from an account at another institution on eBranch? ![]()
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