Our financial institution is migrating to a new online and mobile banking system on Monday, September 11th, 2023,
and this upgrade will require that you make changes to your QuickBooks or Quicken software. Please take action to
ensure a smooth transition.
1st Action Date: Friday, September 8th, 2023
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 since transaction history might not be available after the upgrade.
2nd Action Date: Monday, September 11th, 2023
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 the new connection.
QuickBooks Desktop – click HERE
QuickBooks Online – click HERE
Quicken Desktop – click HERE
Mint – click HERE
Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a 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
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 1-800-583-4196.