A: Retrieving your Online24 data for Quicken is enabled but there are some important things you may need to be aware of to have it work properly.
1. Is the account number in the Quicken program correct?
How account numbers are sent to Quicken has been changed and may need to be modified within your Quicken installation.
For Savings and Loans Accounts
Before doing your first import, check the format of the account in Quicken and make sure it is either aaaaaaaaa-ss where a = the 9-digit account number with leading zeros and s = suffix also with leading zeros (if appropriate).
For Checking Accounts
Before doing your first import, check the format of the account in Quicken and make sure it is the MICR number exactly as it appears at the bottom of one of your checks. This should be the complete 12-digit account number, including any preceding zeros.
How To?
In Quicken 2011 Deluxe, right-click on the account in the left-hand pane and select “Edit Account Details.” Change the Account Number field to match the format described above. It might also be a good idea to save a copy of the Quicken Data file before this process is started so you will have a recover point if something goes wrong. To do this, click on File and “Save a copy as…” Other versions of Quicken’s options and menus may vary.
2. Are There Duplicate Entries?
During your initial download you will need to pay particular attention to the way transactions load into your Quicken program. You may see some duplicate entries and will need to manually remove those errant transactions in your Quicken files.
To download updates, we recommend that you look at the last date Quicken was updated and download the .qfx file beginning on the day after that if all transactions for the last date are already in Quicken. If some of the transactions for the last date are not already imported into Quicken, it may be easier for you to re-download that date, but you may have to delete a few transactions if they import as duplicates. After the initial download, Quicken should be able to discard duplicates.
3. Importing QFX vs. One-Step Updates
Because of the security of Online24, we recommend that automatic updates or one step updates be turned OFF in the Quicken program and that you manually update your account data. Web connect using .qfx imports is the only supported method of getting data into Quicken from our site. One-Step Updates can be unreliable and we are unable to offer appropriate support for this feature until further development is completed.
4. Automatic Update Login Issues
Quicken users who continue to use automatic updates need to make sure that they have updated the login information in the Quicken program. If the Quicken program attempts to automatically download the transactions using outdated login information, there is the potential for Quicken to lock your accounts out of Online24.
5. Quicken Versions 2009 and Older
The parent company of Quicken has (or will soon) discontinue support for versions older than 2009. Product discontinuations usually happen on or about April 30th each year. Here is the Quicken discontinuation policy page: http://quicken.intuit.com/support/articles/buying-and-billing/discontinuation/3875.html
6. Quicken Support
The credit union provides Quicken files to you for your convenience but we are unable to provide support for the Quicken program. Quicken offers Internet support at http://quicken.intuit.com/support/.
A: Under the Transfers tab, you can set up one time and recurring transfers in only a few clicks.
A: Members can view 180 days (6 months) of transaction history from their TVFCU accounts. Check images are available for 90 days. eStatements will be available for at least 15-months.
A: Under the Self Service tab, click on “manage account preferences” to see a list of your account nicknames. You can make changes to this list, including renaming your accounts to sort in numeric/alphabetic order. Click “update preferences” to save them.
A: Yes. Our system uses the highest level of protection available, providing the assurance that your accounts and financial information are secure. For more information about the security of Online24, click here.
A: If you have never logged into Online24 before, please visit your nearest branch or contact our Call Center at 423-634-3600 for details. After a brief setup process, you can login and begin using Online24 right away!
A: If you are already an Online24 user, simply enter your existing UserID (this may be your account number) and your existing Password and click the Login button. If you have simply forgotten your password, for added convenience you can use the FORGOT YOUR PASSWORD link on the Login Page. If you have never logged in before, please visit your nearest branch or contact our Call Center at (423) 634-3600 for details.
A: If you are using a shared computer and someone else may have used the computer to access their credit union account, you may be seeing the TrueStamp of another computer user. This is not a security issue as long as you are sure you are on the credit union’s website (check the Internet address; it should be https://ol24.tvfcu.com/). The TrueStamp feature was designed to “stamp” the computer with the image from the most recent Online24 login. Once you login, your TrueStamp will overwrite the previous image. This security feature helps to assure you that you are on the right website before you ever type in your login information.
A: If you are logging in from your regular computer and do not see your TrueStamp image, certain settings in your Internet browser may have caused your computer to delete the image. This is not a security issue and if you want to see your TrueStamp every time you login, you should make sure that the Internet browser options are not set to delete browsing history on exit.
