9.27.19

Web Connect Guides

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    Randall says:

    IT Is very disappointing to see that “Direct Connect for QuickBooks and Quicken will convert to a Web Connect process, which necessitates you export/import your data”
    This is not good for me the client. It results in a manual process, taking much more time than the present process. I do not understand why CU would you choose make it more difficult for clients?

    ConsumersCU says:

    Hey Randall, thanks for your feedback. We’re going to have someone connect with you about the change and why.

    Marty says:

    I use Quickbooks Online and I don’t see a guide for this conversion. I am nervous for this new online banking considering I was just fixing my quickbooks with the previous update. Is there a guide I can get that will help me with this Quickbooks conversion, or is there someone I can speak with when the time comes for this change?

    ConsumersCU says:

    Hi Marty,

    I will have a member service rep give you a call about Quickbooks to answer your questions!

    Pam Snyder says:

    I just read this:

    “Direct Connect for QuickBooks and Quicken will convert to a Web Connect process, which necessitates you export/import your data.”

    How is this an improvement? Now I have to manually update Quickbooks Online for all of my clients who use Consumers Credit Union?

    Bryce says:

    “Direct Connect for QuickBooks and Quicken will convert to a Web Connect process, which necessitates you export/import your data.”

    Are you kidding me? That’s an absolute downgrade. At least PNC still knows what customers want.

    ConsumersCU says:

    Hi, Bryce! At this time we will use the Web Connect process, but we are always looking at upgrades for our new system. We will definitely keep this in mind. Thank you for the feedback!

    Brad says:

    This change is not good for the consumer. I am extremely disappointed to learn that my daily banking tasks will result in more manual processes. I’ve been a member for over 20 years, and I’ve always been proud of my credit union for being at the forefront of technology. My views are beginning to change with these backwards steps. Seems I may have to look elsewhere for my credit union needs. Starting to wonder if we are members of a credit union or another pawn at a bank.

    ConsumersCU says:

    Hi Brad, we understand your concerns and want to assure you that we haven’t made this decision in haste. It is a better decision for our membership as a whole and will provide a better customer service experience to our members still using this technology. If you’d like to chat with us about it we’d love to reach out. Just let us know if you’d like us to give you a call and we will have someone reach out right away!

    Valerie Watts says:

    Why is the Direct connect for QuickBooks removed. This is definitely not an improvement.

    ConsumersCU says:

    Hey Valerie, we found that not many members were using this service anymore (with feedback that many had switched to various cloud-based budgeting tools). The benefit with Web Connect is that it allows you to directly consult with Intuit should there be software issues to provide you with a better customer service experience. If you’d like to chat with us about it in more detail, please give us a call.

    Terri says:

    Not connecting to bank feeds with QuickBooks is a huge step backwards. This hurts small businesses that save a tremendous amount of time and cost with this feature. Maybe the majority don’t use it, but the minority who do, may find this a deal breaker. I respected that CCU was more advanced than other credit unions and was in line with the big banks when it came to QuickBooks. Now I am just frustrated.

    ConsumersCU says:

    Hey Terri, we can appreciate your perspective and will pass along the feedback. If you have trouble with the new way to connect with QuickBooks, please give us a call.

    Sue Bennett - City Centre Market & Deli says:

    I use the Online version and I do not see a guide for this conversion. Is there a guide I can get that will help me re-connect the accounts? Or someone that I can speak with direct?

    ConsumersCU says:

    Hi Sue, check out our how-to guides here: https://www.consumerscu.org/how-to

    Bruce J. says:

    This is horrible! The directions to make it work in manual mode don’t even work. I’m very disappointed with CCU right now.

    ConsumersCU says:

    Hey Bruce, please check out this guide: https://www.consumerscu.org/wp-content/uploads/2019/10/2019_10_Quicken.pdf. Also, here are some troubleshooting tips from Intuit: https://www.consumerscu.org/wp-content/uploads/2019/10/Post-Conversion_TSGuide.pdf. If you’re still having trouble, please call 800.991.2221.

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