Quicken and Quickbooks

Download data from MoneyView using "Direct Connect" or "Web Connect" to Quicken and Quickbooks

Direct Connect

Intuit describes Direct Connect as a two-way connection. This means that data flows in both directions. First, a request for data is sent to MoneyView by Quicken. After the request has been authenticated by PVFCU servers, data is then received and presented in Quicken.

• Your financial data is stored on servers controlled by PVFCU.
• Your financial data is encrypted during download.
• Your customer ID and password (MoneyView username and password) are not stored on Intuit servers. If you choose to use the Quicken Password Vault, Intuit encrypts them on your computer's hard drive.

To set up Direct Connect, use the instructions below.

Quicken

QuickBooks

If you have problems setting up Direct Connect for Quickbooks, please refer to the Intuit Quickbooks Support page. Direct Connect pulls in data from the last 90 days only. For data prior to 90 days ago, use Web Connect below.

Web Connect

To download transaction details from a specific date range, you may use Web Connect. Web Connect is a one-way connection. Data is imported into Quicken, but not exported.

• All imported data is stored on your computer.
• Financial data is encrypted during download.
• Your login information is not stored in Quicken. You must enter it each time you update your account.

To use Web Connect use the instructions below.

Quicken

QuickBooks

If you have problems with Web Connect, consult Intuit Support for Quicken or Quickbooks Support.