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- The Private Bank
FAQ - Online Banking with Quicken/Quickbooks
Banking With Quicken® or QuickBooks®
Union Bank customers who are users of Quicken or QuickBooks software packages from Intuit have multiple methods available for using these products to access their Union Bank® account information including Web Connect, Express Web Connect, and Online Banking with Software (Direct Connect). Please note only the last 3 versions of the software are supported.
This method allows customers to manually download files from the Union Bank Online Banking service to record their transactions and account balances. Union Bank recommends this approach for account data downloads. We also recommend that customers use the Union Bank Online Banking service to pay bills and make transfers. Click here to register for Union Bank Online Banking.
Express Web Connect
With this method customers enter their Union Bank Online Banking User ID and Password directly into their Quicken software. The software uses this information to connect directly to the Union Bank Online Banking service. The software then downloads account transaction and balance information on the customer’s behalf. Union Bank has found this method to be unreliable and recommends that customers not use it.
Online Banking with Software (Direct Connect)
Online Banking with Software utilizes the Direct Connect service to connect to Union Bank directly from Quicken or QuickBooks software. Direct Connect allows customers to download transactions, pay bills, and transfer money between accounts. Please note fees apply for use of this service.
Intuit, the maker of Quicken and QuickBooks, provides detailed descriptions of Web Connect, Express Web Connect, and Direct Connect through their software and their online resources. For more information from Intuit, go to www.quicken.intuit.com/support for Quicken, or go to http://support.quickbooks.intuit.com/support/ for QuickBooks.
If you encounter registration problems with Online Banking with Software (Direct Connect), you may contact Union Bank at 1-800-238-4486. For all other issues with Online Banking with Software (Direct Connect), Web Connect, or Express Web Connect, please contact Intuit directly. Their contact information can be found using the URL’s above.
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Are there fees for Web Connect?
Union Bank does not charge fees for Web Connect.
How reliable is Web Connect for data downloads?
Web Connect has proven to be a very effective method to download data.
How do I get started with Web Connect?
For the data download to Quicken or QuickBooks, sign on to Online Banking, go to “Account Detail”, and select "Download Account Detail."
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Express Web Connect
Are there fees for Express Web Connect?
Union Bank does not charge fees for Express Web Connect. Note this is a service provided by Intuit and is available for Quicken only.
Why won’t my Quicken or QuickBooks software, or mint.com properly download my account information?
If you provided one of these services with your unionbank.com Online Banking User ID and Password, such services obtain your account information from unionbank.com. Union Bank is not able to support these services. These services use automated scripts to retrieve account information which can be unreliable. Please be aware that if you provide your User ID and Password to services other than Union Bank, you do so at your own risk because the security of these services is beyond Union Bank’s control.
A more reliable and secure way to download your account data to Quicken or QuickBooks is to use Web Connect.
If you are having problems with Express Web Connect, please ensure that Quicken has your current Online Banking User ID and Password. If problems persist, please contact Intuit - troubleshooting tips and contact information can be found at www.quicken.intuit.com/support .
How do I add a Union Bank account when using Express Web Connect?
In Quicken, go to “Tools” and select “Add Account”. Search for “Union Bank - Web”, and then enter your Union Bank Online Banking login credentials when prompted.
Whom do I contact if I encounter issues with Express Web Connect?
If you encounter issues with Express Web Connect, troubleshooting tips and contact information can be found at www.quicken.intuit.com/support .
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Online Banking With Software (Direct Connect)
Are there any fees for Online Banking with Software (Direct Connect)?
There are fees that may apply, such as monthly subscription fees, excess session fees, and excess payment fees. See our "Personal Accounts Fee Schedule" or "Business Accounts Fee Schedule" for more information.
How do I get started with Online Banking with Software (Direct Connect)?
If you are a consumer, enroll here and complete your application online. If you are a sole proprietor or small business, complete the PDF application here and mail it to the address indicated.
How do I get my PIN/password for Online Banking with Software (Direct Connect)?
After you complete your application for Online Banking with Software, we will mail a PIN to you within 5 business days. If you have forgotten your PIN, please call the Online Banking Service Specialists at 1-800-238-4486. In order to provide the highest level of security, Union Bank employees do not know or have access to your current PIN. However, they can reset your PIN to the last one mailed to you or mail you a new PIN.
How do I add a Union Bank account in Quicken/QuickBooks using Direct Connect?
In Quicken, go to “Tools” and select “Add Account”. Search for “Union Bank - Quicken” and complete the required information. Note your User ID is your Social Security Number, and your password (PIN) is supplied by Union Bank.
In QuickBooks, go to “Banking”, then “Online Banking”, then “Set Up Account For Online Services”. Select your QuickBooks account, and then enter “Union Bank - QuickBooks” for your financial institution.
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Downloading Questions (Online Banking With Software / Direct Connect)
How often should I download data when using Online Banking with Software (Direct Connect)?
For maximum benefit, try to download your account information every three to five days. Your account information is updated once each business day and attempting to download more than daily will not provide you with any more information and may result in extra session charges.
How early can I download new account balance and transaction information when using Online Banking with Software (Direct Connect)?
Your account information is updated by 7:30 a.m. (Pacific Time) Tuesday through Friday and 9:30 a.m. (Pacific Time) on Saturday, except on bank holidays. There is no update on Monday morning, because Saturday and Sunday are not business days. All transactions completed on Saturday, Sunday, and Monday will be included in the Tuesday morning update.
Are there system down times for Online Banking with Software (Direct Connect)?
The Online Banking With Software system requires periodic maintenance and upgrades, and this is scheduled to occur between 12 a.m. and 4 a.m. Pacific Time daily. Please do not rely on the availability of Online Banking With Software during this maintenance window. If you are unable to connect during this time, please try again outside of the maintenance window.
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Bill Payment Questions (Online Banking With Software / Direct Connect)
Whom can I pay when using Online Banking with Software (Direct Connect)?
You can make a payment to any individual, business, or merchant with a United States address. However, Union Bank discourages you from using Online Bill Payment to pay federal, state, or local tax agencies if the payment is sent by check. These agencies frequently require that coupons accompany these payments, which can't be done through Online Bill Payment.
How is the payment made when using Online Banking with Software (Direct Connect)?
Your Online Bill Payment will be made by transferring funds electronically from your Union Bank account to the payee. If a payee is not set up to receive electronic payments, we will send a check drawn on your Union Bank account. About 60 percent of all payments are sent electronically, and we're constantly working to increase the number of electronic payments.
When will the Online Bill Payment be debited from my Union Bank account when using Online Banking with Software (Direct Connect)?
For payments made electronically, your Union Bank account will be debited on the due date you enter into your software. For payments made by check, your Union Bank account will be debited when the check is presented for payment. Because the check is sent two to four days prior to the due date, the check may be debited from your Union Bank account prior to the due date you enter. For this reason, you should always have available funds on deposit before the due date you enter into your software.
What happens if the payment doesn't make it on time when using Online Banking with Software (Direct Connect)?
Just send us an email or call our Online Banking Service Specialists at 1-800-238-4486. We will conduct an investigation to determine the cause of the problem and correct it. In addition, provided you scheduled your payment correctly and provided accurate payee name, address, and account number information, we will work with the payee to have any late fees or finance charges reversed or reimbursed to you directly. Certain limitations apply, so be sure to read the "Online Banking With Software Agreement" for complete details.
From where are the payments mailed when using Online Banking with Software (Direct Connect)?
Checks are mailed from one of several locations throughout the United States, depending on the location of the payee.
From which accounts can bill payments be made when using Online Banking with Software (Direct Connect)?
Online Bill Payments may be made from any Union Bank checking or UnionBanc Investment Services Portfolio Connection® account that you have asked us to link to your Online Banking with Software service. If an account is not linked to your service, you can add it by sending an email using Online Banking with Quicken or QuickBooks.
Can I make a payment outside of the United States when using Online Banking with Software (Direct Connect)?
No, Online Banking with Software cannot be used to make payments outside of the United States.
Do you have any advice when setting up a new payee when using Online Banking with Software (Direct Connect)?
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Transfer Questions (Online Banking With Software / Direct Connect)
How late can I transmit a transfer between my Union Bank accounts for processing the same day when using Online Banking with Software (Direct Connect)?
We will process your transfer request the same day if you complete and transmit it by 9:00 p.m. (Pacific Time) Monday through Friday, except on bank holidays.
Can I transfer from/to my account at another bank when using Online Banking with Software (Direct Connect)?
No, the service does not provide direct transfers between Union Bank accounts and accounts at other financial institutions. However, this feature is part of our Online Banking service at unionbank.com.
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