FAQs
- Will I still be able to export my account information to Quicken?
- Is there anything I need to do with my Quicken software?
- Will LBS finally be offering Direct Connect?
Will I still be able to export my account information to Quicken?
Yes. The features and procedures will remain essentially unchanged.
Is there anything I need to do with my Quicken software?
Yes. Basically, you need to deactivate and then reactivate LBS Financial. The steps are slightly different for Mac users and older Quicken versions.Click on one of the versions below for instructions.
- Quicken Conversion (Direct Connect) Instructions for Windows
- Quicken Conversion (Direct Connect) Instructions for Mac
Will LBS finally be offering Direct Connect?
Yes. LBS Financial will now be part of the one-step update process with Quicken under the terms of our new website. This is a new enhancement that we did not offer previously (formerly we only offered Web Connect which allowed you to export data from our website and import into Quicken but did not offer the full connection within Quicken). Within Quicken you can find your financial institution (LBS Financial Credit Union) and retrieve and update your account information.
