Finance Software and Services

Finance Software and Services

** Members 1st does not own or sell these products. This site is intended for informational purposes only.

Quicken

Support Information

In order to find out if the version of Quicken you are using supports the automatic download of transactions, please review the Quicken Discontinuation Policy.

If your version of Quicken no longer supports the automatic download of transactions, you may continue to manually export the transactions from Member 1st Online Banking by following the steps in the Manual Export document.

Troubleshooting Steps

If you are experiencing issues with not seeing all of your accounts in Quicken, or if your transactions or accounts are not automatically downloading, please follow the steps in the following document to resolve this issue: Deactivate & Re-add Account(s) - [PC]

To add your Members 1st Visa credit cards into Quicken, please follow the instructions in the following document: Adding Members 1st Visa Credit Cards.

Helpful Tips

If you want to search for a specific issue, you may refer to the Quicken Community by Intuit Support to see if someone else has ever experienced a similar issue and what, if any, solution there was for the issue.

There are times when Intuit has downtime to perform maintenance on their servers. During these times, the connection between Members 1st and Quicken will be down. Please be patient and try again later.

It is highly recommended that you regularly backup your Quicken data file, preferably to an external hard drive, USB flash drive, or as an online backup.

QuickBooks

Support Information

In order to find out if the version of QuickBooks you are using is still being supported, please visit the QuickBooks Community.

Unfortunately, here at Members 1st, we do not currently support the automatic download of transactions for any version of QuickBooks. You may manually export the transactions from Member 1st Online Banking by following the steps in the Manual Export document.

Troubleshooting Steps

To add your Members 1st Visa credit cards into QuickBooks, please follow the instructions in the following document: Adding M1st Visa Credit Cards.

Helpful Tips

If you want to search for a specific issue, you may refer to the QuickBooks Community by Intuit Support to see if someone else has ever experienced a similar issue and what, if any, solution there was for the issue.

There are times when Intuit has downtime to perform maintenance on their servers. During these times, the connection between Members 1st and QuickBooks will be down. Please be patient and try again later.

It is highly recommended that you regularly backup your QuickBooks data file, preferably to an external hard drive, USB flash drive, or as an online backup.

Mint

Support Information

Visit Mint Support for more support information: www.mint.com/support

Troubleshooting Steps

If one or more of your Members 1st accounts are not appearing in Mint, you may need to remove them from Mint and re-add them. Doing this however, will delete all transactions and history for your Members 1st accounts. If you wish to do this, please refer to this document: Removing & Re-adding Accounts in Mint

To add your Members 1st Visa credit cards into Mint, please follow the instructions in the following document: Adding M1st Visa Credit Cards.

Helpful Tips

If you want to search for a specific issue, you may refer to the Mint Community by Intuit Support to see if someone else has ever experienced a similar issue and what, if any, solution there was for the issue.

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