Attention QuickBooks, Quicken, and Mint Users
The transition to our enhanced online and mobile banking platform will require you to make changes to your QuickBooks or Quicken software to ensure a smooth transition. Please reference the dates below.
1st Action Date: Friday, April 14
To ensure that you do not lose any important transaction history data, we recommend completing a data file backup and a final transaction download before April 14th.
2nd Action Date: Wednesday, April 19
This is the action date for the remaining steps on the transition instructions. To ensure that your Quicken or QuickBooks accounts are set up with a new connection, it's important to deactivate/reactivate your online banking connection.
Transition Instructions
- Quicken - Click Here
- QuickBooks Desktop - Click Here
- QuickBooks Online - Click Here
- Mint - Click Here
Please be advised that Intuit aggregation services may experience an interruption of up to 3 to 5 business days. To minimize any inconvenience, we strongly recommend that users download a QFX/QBO file during this outage. The following services may be temporarily unavailable during the interruption.
- Quicken Win/Mac Express Web Connect
- QuickBooks Online Express Web Connect
- Mint
After completing the transition instructions, please take a moment to review your downloaded transactions carefully. This will help to ensure that no transactions are missed or duplicated on the register.
Is the new platform compatible with the Everydollar budget app? I haven’t been able to sync my transactions since the PVFCU change.
Thank you for reaching out. Several third-party budgeting tools, including YNAB, Robinhood, Acorns, and Everydollar, rely on Plaid to establish connections with financial institutions. We have notified Plaid of our recent online and mobile banking enhancement and are currently waiting for their response to sync to our new credentials. We apologize for any inconvenience this may cause and thank you for your patience.
I am having trouble with Quicken to link to our PVCU accounts. I have followed all your steps and I get a message that my financial institution rejects my attempts to log with Quicken to sync my accounts. What can I do?
Dennis – we’re sorry to hear that you have not been able to reactivate your online banking connection. Have you been able to reach out to Quicken’s support team for further assistance? Unfortunately, we are unable to troubleshoot any problems related to Intuit products.
Quicken Support Link: https://www.quicken.com/support