TCCU Online Business Update – Member FAQ

TCCU Online Business will be receiving a User Interface update to help modernize the appearance and future functional capabilities of both the web browser and mobile versions. If you have a personal membership with us and use TCCU Online you will recognize the similarities between the two versions.

What new features does this update include?

This update will come with a new Personal Account Link feature that allows business users/administrators to link their personal TCCU Online profile directly to their business profile. Users that link their profiles will be able to quickly switch between the business and retail versions

How do I link my Personal Account?

Log into your TCCU Online Business profile and select Link Personal Profile. From there you will need to enter your login information for the Personal TCCU Online Profile and complete multifactor authentication. This process will need to be completed on both the mobile app and web browser separately. Once the link is completed the Link Personal Profile will change to Switch to Personal Profile, alternatively your Personal TCCU Online Profile will now have a Switch to Business Profile button. Once the accounts have been linked, you will no longer need to complete MFA to switch between the two.

Can I unlink my Personal Account?

Yes! If you’d like to unlink your personal account, log into the business profile and access the settings. From there you are able to select Unlink under the Linked Profile section.

How to access Transaction History:

Click or tap on the account from the account’s list in order to access the history page.

How to search for Transactions:

1. Enter a descriptor that would match the transaction. For example: Vendor Name, Amount, Deposit, Withdrawal, Draft, ETC
2. If the transaction occurred over 30 days prior to the date that you are searching, select “Load More” from the bottom of the page until the transaction is loaded
3. Click on the red arrow on the far right within the row of the transaction for more details

How to search for Drafts/Checks:

1. Enter the check number into the search bar
2. If the check withdrawal occurred over 30 days prior to the date that you are searching, select “Load More” form the bottom of the page until the transaction is loaded
3. Click the red arrow on the far right within the row of the transaction to view an image of the check that was drawn against the account

How to use Filters:

Filters allow users to set a custom date range, select the transaction type (Withdrawal or Deposit), and enter a Transaction Amount range

1. Select the Filters button
2. Select the Transaction Type (Withdrawal or Deposit)
3. Enter the Minimum and Maximum amounts required for the search
4. Select Apply

Note: If anything is entered into the Search Bar that will also be considered with a filtered search.

Can I still view my Account Information?

Yes! Account information is accessed by selecting the account and selecting Account Details.

Am I still able to export my transactions?

Transactions can still be exported by selecting Download  arrow within the account which requires the transaction history export. The file types available are .CSV, OFX, .QBO, and .QFX.

How do I approve payments, user edits, or added users?

Approvals are still made via the My Accounts page.

What are these new buttons on the My Accounts page when I log into the web browser versions?

We have added a new set of Quick Action Buttons including Manage Users, Make a Bill Pay, and Make a Transfer – Certain versions may include Positive Pay and/or Make an ACH Payment. Additionally, we have added a new Autobooks widget and Approval Widget.

How do I switch between the other business Tax IDs that I have under my profile?

If we have helped you add additional business Tax ID profiles to your TCCU Online Business account, the TIN switch dropdown is located at the top directly below the welcome message.

Is Autobooks new?

Autobooks has been available since 2023 under Invoicing and Payments. This feature provides the ability to send invoices and perform your bookkeeping directly within TCCU Online. Information on Autobooks can be found here: Online Invoicing

Why do I see Positive Pay and ACH as options now?

Positive Pay and ACH Payments are only available to business members that have enrolled in those services. Selecting those options without being enrolled will direct the user to the product page on our website with information and instructions on how to enroll.

How Else Can We Assist You?