This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition.
Conversion instructions are available below.
The conversion instructions reference two Action Dates. Please use the dates provided below:
1st Action Date: October 30th, 2020
A data file backup and a final transaction download should be completed by 5:30pm on October 30th. Please make sure to complete the final download as transaction history will not be available after the upgrade.
2nd Action Date: November 2nd, 2020
This is the action date for the remaining steps on the conversion instructions. You will complete the process to deactivate/reactivate your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
Quicken – click HERE
QuickBooks Desktop – click HERE
QuickBooks Online – click HERE
Mint – 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:
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
If you have any questions, please contact us at (888) 888-8888
Click the link above to continue or CANCEL