Family Horizons credit union Mobile Deposit funds availability

2. Download your transactions according to your financial institution’s instructions. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer

NOTE: These instructions assume you will save the download to your computer. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. If you plan to open the file directly, we recommend that you have your company file open in QuickBooks 2017 before you begin step 2.

3. Open QuickBooks and your Company File

4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog

5. Navigate to and select the file you downloaded in Step 2, then click Open

6. Click Use an Existing QuickBooks Account if you have an appropriate account tin the Chart of Accounts. If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account

7. Click Continue

8. Click OK to confirm and finish

 NOTE: There is an alternate way of importing a Web Connect file into QuickBooks. Go to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, then click Open.

 Special Note: Matching and Adding Transactions

After you set up Bank Feeds and open the Bank Feeds Center, you will need to tell QuickBooks how to handle downloaded transactions.

 1. Go to Banking menu > Bank Feeds > Bank Feeds Center, select the account you want to work on, and click Transaction List

A colored bar will indicate the following:

• Transactions in orange need your review
• Transactions in red have been changed by rules
• Transactions in blue have been automatically matched

NOTE: You can filter your transactions easily using the status, type, and date range filters.

2. Add or Verify the QuickBooks income/expense account on each transaction

Updating an Account (Web Connect) – Bank Feeds

1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process 

NOTE: For Web Connect accounts, QuickBooks will open your financial institution (FI) website. Please log in and download the QuickBooks web connect file (*.QBO) per the financial institution’s instructions. Alternately, you can log into the FI website outside of QuickBooks and follow the same steps below.

4. When you begin the web connect download from the FI website, your web browser should give you the option to either “open” the file or “save” it

• If you open it, QuickBooks should open and begin the import process
• If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to where the Web Connect File is located on your computer, then click Open

NOTE: You can also import a Web Connect file into QuickBooks by going to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, and then click Open.

The Horizon Credit Union app makes it easy to check your balance, make transfers, view our rates and more. Accessing your account while on the go has never been easier with this free app. Login to your account securely just like online banking. Always know your balance and stay on top of your accounts on the go with the Horizon Credit Union mobile app.

• Check your balance
• View recent transactions
• Deposit a check
• Pay family, friends or anyone
• Transfer money between sub accounts
• View rates & Apply for a Loan
• Find branch locations  & ATM’s
• Contact us by email

Save time with HCU Mobile Deposit! HCU members can make check deposits anywhere, anytime, simply using the camera on their phone. Capture the check image and securely upload the information to HCU.

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A SIMPLER LIFE IS JUST AROUND THE CORNER. BY CHOOSING TO RECEIVE AND PAY YOUR BILLS THROUGH IT’S ME 24/7 BILL PAY YOU’LL SAVE TIME AND BE IN COMPLETE CONTROL. WITH BILL PAY YOU CAN RECEIVE, PAY AND ORGANIZE YOUR BILLS ONLINE OR THROUGH MOBILE ACCESS WHEN IT IS CONVENIENT FOR YOU – AT ANY TIME, FROM ANYWHERE.

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Money Desktop

Introducing MD 4.0 – completely re-designed to offer a convenient, engaging, and complete money management experience that is consistent with it’s award-winning mobile counterpart, MoneyMobile.  MoneyDesktop’s sleek new look is seamlessly integrated into online banking with a “widget” like implementation and functionality. Now you can have an engaging money management experience securely within online banking. Along with the new look and feel, MD 4.0 also includes new and updated features like Bubble Budgets, Expense Tracking, Debt Management, and more. Not only will you be able to see all your financial accounts, balances, and transactions in one place – you will be able to visualize and interact with that data in new and meaningful ways – all conveniently and securely within online banking.

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