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September 28, 2020
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Taking Care of Yourself: A Safe Investment
October 5, 2020

Caro Federal Credit Union is migrating to a new online and mobile banking system on October 30th, 2020.

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.

 

Conversion instructions:

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:

  • 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.

If you have any questions, please contact us at (888) 888-8888

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