Important Info for Quicken/QuickBooks Users
Current users will need to deactivate & reactivate their Quickbooks/Quicken online banking connection to align with the platform change on October 20, 2021. We’re providing conversion instructions, help documents and videos, and recommendations to help make this transition easy for our customers.
Steps to ensure a smooth transition:
After the new platform launches on October 20th, you will disconnect any existing Quicken services. Then, complete the reconnect process to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
Instructions for the deactivation/reactivation process for each product:
Following the upgrade, transaction history can be exported to .csv, Quicken (QFX) or QuickBooks Online Accountant (QBO) for manual input to these or other applications.
From within the new Online Banking, select the account for which you wish to download history, filter the time period, and click the ‘Export’ icon to Quicken/QuickBooks or Spreadsheet download link.
*Important: If you are an existing Quicken or QuickBooks user that makes use of Express Web Connect, QuickBooks Online (QBO), or Mint, please anticipate that connectivity may take up to a full calendar week before being fully restored.
If you have any questions, please contact us at (615) 780-6006.