How to Reconnect Your BECU Accounts to QuickBooks

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Recently BECU (Boeing Employees’ Credit Union) created a new website specifically for business. The regular website (https://onlinebanking.becu.org) is now only for personal accounts. Many people are having issues connecting QuickBooks to the new business account URL  (https://business.becu.org/).

In this tutorial, I’ll show you how to reconnect BECU for business to QuickBooks Online and QuickBooks Desktop.

If you need any help doing this I can walk you through the process in a 15-minute meeting which you can schedule here: https://www.gentlefrog.com/meeting/

QuickBooks Online

You will first need to disconnect online banking connections for accounts connected to BECU.

  1. Select Banking from the left-hand menu.
  2. Select the tile for the bank account you want to disconnect.
  3. Click the Pencil icon on the corner of that account’s tile.
  4. Click Edit Account Info.
  5. Check the box next to Disconnect this Account on Save.
  6. Select Save and Close.

Now we’ll reconnect your BECU bank accounts. There are two options for doing this, Online Express Web Connect or Online Web Connect.

QuickBooks Online Express Web Connect:

  1. On the Banking page, click Link Account on the right side of the screen.
  2. On the Connect an account page type “BECU Online Business” and select the www.becu.org option from the results
  3. Enter your Business Online Banking credentials and click Continue.
  4. Provide additional information, if requested.
  5. Ensure you associate the accounts for BECU to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu.
    IMPORTANT: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online. If you are presented with accounts you do not want to track, uncheck the box next to the account name.
  6. After all accounts have been matched, click Connect and then click Finish.

QuickBooks Online Web Connect:

  1. In your BECU account download a Web Connect file (.qbo or .qfx) from Business Online Banking.
  2. In QuickBooks Online choose Banking from the left-hand menu.
  3. Click the drop-down arrow next to Link Account on the right side of the screen and select Upload from file.
  4. Under Manually upload your transactions drag your Web Connect file onto the screen or navigate to where it is located on your computer to upload.
  5. Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next.
    IMPORTANT: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online.
  6. When the import is finished click Let’s go!
  7. Review the For Review tab on the Banking page to view what was downloaded.
  8. Click Next, and then click Done.
  9. Repeat these steps for each account that you have connected to BECU.


QuickBooks Desktop for Windows

You will first need to disconnect online banking connections for accounts connected to BECU.

  1. Choose Lists menu > Chart of Accounts.
  2. Right-click on the first account you would like to deactivate and choose Edit Account.
  3. click the Bank Feeds Settings tab in the Edit Account window.
  4. Select Deactivate All Online Services and click Save & Close.
  5. Click OK for any alerts or messages that may appear with the deactivation.
  6. Repeat steps for any additional accounts that apply.

Now we’ll reconnect your BECU bank accounts. There are two options for doing this, Direct Connect or Web Connect.

QuickBooks Direct Connect:

  1. Choose Lists menu > Chart of Accounts.
  2. Right-click on an account you would like to activate and choose Edit Account.
  3. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that appears.
  4. Enter “BECU Online Business QBDC” in the search field and select Continue.
  5. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact BECU at 800-704-8080 if your login information does not work.
  6. Ensure you match the accounts with the appropriate accounts already listed in QuickBooks. Link your existing accounts in the drop-down options labeled Select Existing or Create New.
    IMPORTANT: Do NOT select “Create New Account” unless you intend to add a new account to QuickBooks.
  7. After all accounts have been matched, click Next and then click Done.

QuickBooks Web Connect:

  1. Log in to Business Online Banking and download your transactions to a QuickBooks
    (.qbo) file.
    Note: Take note of your last successful upload. Duplicate transactions can occur if
    you have overlapping transaction dates in the new transaction download.
  2. In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your
    saved Web Connect file and select to import.
  3. In the Select Bank Account dialog select Use an existing QuickBooks account.
    IMPORTANT: Do NOT select “Create a new QuickBooks account” unless you intend
    to add a new account to QuickBooks.
  4. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.


QuickBooks Desktop for Mac

You will first need to disconnect online banking connections for accounts connected to BECU.

  1. Choose Lists > Chart of Accounts.
  2. Click the first account you would like to activate and choose Edit > Edit Account.
  3. Choose Online Settings in the Edit Account window.
  4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
  5. Click OK for any alerts or messages that may appear with the deactivation.
  6. Repeat steps for any additional accounts that apply.

Now we’ll reconnect your BECU bank accounts. There are two options for doing this, Direct Connect or Web Connect.

QuickBooks Direct Connect:

  1. Choose Banking > Online Banking Setup.
  2. Type “BECU Online Business QBDC” in the search field, then click Next and follow the instructions in the setup screen.
  3. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
  4. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact BECU at 800-704-8080 if your login information does not work.
  5. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
  6. Click Next, and then click Done.
  7. Repeat this step for each account that you have connected to BECU.

QuickBooks Web Connect:

  1. Log in to BECU Business Online Banking and download your transactions into to a
    QuickBooks (.qbo) file.
    IMPORTANT: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
  2. In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to
    import your saved Web Connect file.
  3. In the Account Association window, click Select an Account to choose the appropriate existing account register.
    IMPORTANT: Do NOT select “NEW” under the action column unless you intend to add
    a new account to QuickBooks.
  4. Click Continue and OK for any dialog boxes that require action.

If you have any questions about this process or need help reconnecting your BECU accounts to QuickBooks Online or QuickBooks Desktop please schedule a 15-minute meeting with me and I can walk you through the process: https://www.gentlefrog.com/meeting/

Need some one on one QuickBooks assistance?
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