Quicken Users

As a part of our online banking system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. For complete instructions click on the conversion instruction link that applies to whichever format of Quicken you are currently using.

This conversion should take 15–30 minutes.

Web Connect – 5 documents (Quicken for Windows and 2 versions of Mac; QuickBooks for Windows and Mac can be found below in blue)

Dates – Final Download before 04/05/2019

Disconnect accounts on or after 04/05/2019

Reconnect accounts on or after 04/08/2019

 

Express Web Connect – 4 documents ( Quicken for Windows and Mac, QuickBooks, & Mint.com can be found below in blue)

    Dates – Final Download before 04/05/2019

Disconnect accounts on or after 04/05/2019

Reconnect accounts on or after 04/15/2019

Intuit aggregation services (Express Web Connect) will be interrupted for up to 3-5 business days – after conversion (04-15-19). Intuit product users are encouraged to download a QFX/QBO file during this outage. The following services will not work during the outage:

  • Quicken Win/Mac Express Web Connect
  • QuickBooks Online (QBO)
  • Mint (Please instruct users to not open Mint for 3-5 business days after the conversion to ensure the Mint product is properly updated. No additional action should be required.)

 

Getting Started Guides

 

 

Thank you for making these important changes!