Important Update for Quicken, QuickBooks, and Mint Users!

This online and mobile app upgrade on September 26th, 2022 will require that you make changes to your QuickBooks or Quicken software. Please take action to ensure a smooth transition. Conversion instructions are available below.

September 26th, 2022: A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date because transaction history might not be available after the upgrade. This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with a new connection.

Conversion Instructions
Quicken Conversion Instructions - Click Here
QuickBooks Desktop Conversion Instructions - Click Here
QuickBooks Online Conversion Instructions - Click Here
Mint Conversion Instructions - Click Here

Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:
- Quicken Win/Mac Express Web Connect
- QuickBooks Online Express Web Connect
- Mint

Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.