The conversion instructions references two action dates. Please use the dates provided below:

1st Acton Date: February 3, 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: February 6, 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 Quicken or QuickBooks accounts set up with the new connection.

Conversion Instructions

Quicken – Click here for Quicken
QuickBooks – Click here for QuickBooks
QuickBooks Online – Click here for QuickBooks Online
Mint – Click here for Mint

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

Please carefully review your download 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 (806)447-2551 or e-mail .