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Quicken Conversion Guide

Downloadable Conversion Guides

Quicken Troubleshoot Guide

Issue 1: Duplicate Transactions After Reconnecting
Symptoms You Can Use to Identify the Issue The most common issue that you may experience comes from duplicate transactions.

You may see that your register is out of balance or that they are being asked to add an adjustment during reconciliation.

Fix the Issue 1. If the duplicate transactions have not been added to the register, they can be deleted individually prior to accepting.

2. If the transactions have already been added to the register, they can be deleted from the register individually or in groups.

QuickBooks Knowledge Base Article

Delete transactions from Online Banking Center
Quicken Details

If there are too many transactions to delete individually, or if you are unable to delete multiple transactions, restore a backup file and download the transactions again.

Important: If the backup was not made right before following the conversion instructions, then you must manually delete the transactions.

Quicken Knowledge Base Articles

Edit and Delete Downloaded Investment Transactions

Delete Transactions

Problem Description
Issue 2: Duplicate Accounts After Reconnecting
Symptoms You Can Use to Identify the Issue If you are unable to link to an existing account, are prompted to create a new account, or given the choice to add a new account.

Fix the Issue 1. First, confirm that all accounts have been deactivated, including inactive (QuickBooks) or hidden (Quicken) accounts.

2. Then, if you’re working in QuickBooks, delete any downloaded transactions that do not match the register in the Online Banking Center. If you’re working in Quicken, delete the duplicate accounts.

3. Finally, repeat the reconnection steps.

QuickBooks Knowledge Base Article

Add and match Bank Feed transactions


Quicken Knowledge Base Articles

If you are prompted to create a new account

If you need to delete an account


Issue 3: Connected/Reconnected the Incorrect Account
Symptoms You Can Use to Identify the Issue Transactions are downloading into the wrong account.

Fix the Issue 1. First, open the account register for the incorrectly linked account.

2. If the transactions have not yet been accepted into the register in QuickBooks, delete them in the Online Banking Center. Then, deactivate the account. If the transactions have not yet been accepted into the register in Quicken, delete the transactions.

3. If the transactions have already been added to the register in Quicken or QuickBooks, restore a backup.

4. Finally, repeat the reconnection steps. Be sure you link to the correct account when reconnecting.

  Quicken Knowledge Base Articles

Handling Transactions in the Wrong Account