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.
- 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
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.