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Published Jul 6, 2023 in: Latest News Digital Banking
The function in Online Banking that enables a direct connection between your personal finance software and your BECU accounts is now available – with an added step for security. Learn about this new process for setting up and managing your connected services.
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Updated Dec. 11, 2023 (Previously updated Oct. 4, 2023)
The restored open financial exchange (OFX) service features a new step to help protect your accounts and information. You'll now be required to authorize your connection requests in Online Banking before you can connect your personal finance software (e.g., Quicken, QuickBooks) to your BECU accounts.
Follow the steps below to authorize your connection requests:
- Initiate a request from your software to connect to your BECU account.Note: If you are using QuickBooks, make sure you are in Classic Mode.
- When prompted, enter your Online Banking user ID and password, which will send a connection request to your BECU account. Note: An error message will display because you haven't yet authorized the connection in Online Banking.
- Log in to Online Banking. You should see a message displayed on the Account Summary screen with a link to authorize or reject any pending connection requests from your software.
- Click the authorize or reject it link in the Online Banking message to proceed.
- If you're presented with the Security Verification screen, check your device for a text message from BECU containing a one-time passcode (OTP). Note: For security, you may be required to complete a multifactor authentication (MFA) step before you can continue.
- Enter the OTP sent to your device in the Verification Code field on the Security Verification screen. You can also click Answer Security Question as an alternative if you're unable to retrieve and enter the OTP in Online Banking. Completing the MFA step will allow you to proceed to the Connected Services screen.
- On the Connected Services screen, click Authorize to establish the connection between the software and your BECU account. Click Reject if you choose not to authorize the requested connection.
- After authorizing the connection in Online Banking, return to your software and select the accounts you want to connect.
Note: To manage all your pending and authorized connections in Online Banking, click the Profile dropdown in the top right corner of the screen, then select Profile Settings and click Connected Services.
Frequently Asked Questions
You may choose to answer a security question as an alternative to receiving and entering a one-time passcode (OTP) in Online Banking.
If you don't see a connection request message on the Account Summary screen in Online Banking, click the Profile dropdown in the top right corner of the screen, then select Profile Settings and click Connected Services where you can view and manage all your pending and authorized connections.
If you don't see a pending request on the Connected Services screen, try sending another request from your software (repeating step 1 above). Please contact us for assistance if you still don't see the pending connection in Online Banking after sending a second request.
Attempting to connect financial management software to BECU Online Banking will create a new connection request. Contact us immediately if you receive a connection request in Online Banking that you don't recognize.
Make sure you are viewing the software in Classic Mode. Learn how to switch between view modes in QuickBooks.
Yes, go to Connected Services under Profile Settings in Online Banking to remove any unwanted connections. You may need to complete MFA in order to make this change.
Yes, for security you will be periodically prompted to reauthorize or reject your connections.
Please contact the product provider for customer support If you encounter an issue related to your software.
Yes, you can manually export your recent account activity from Online Banking into your financial software program by following these instructions.
- Log in to Online Banking to download your recent account activity.
- Select the account from which you want to download activity. Transactions can be downloaded for only one account at a time.
- Identify the transactions to download using one of these criteria:
- Most recent (150 transactions maximum)
- Last month (first of the current month to date)
- Last two months
- Specific date range
- By check number
- By transaction amount
- Export the transaction data by selecting one of the file formats listed at the bottom of the page:
- Quicken (.QFX)
- QuickBooks (.QBO)
- Comma Separated Value (.CSV), for Excel
- You will see a file download message asking you to open or save the file. When you click Open, the .QFX or .QBO file should automatically upload into the appropriate program.
