Quickbooks Guides

A new mobile app and online banking experience is on its way! This enhancement will require that you re-connect your Quickbooks software, so please take action to ensure a smooth transition. Your instructions are available below.

These transition instructions reference two Action Dates.

Please complete the deactivation/reactivation of your online banking connection. This will ensure that you get your current Quickbooks accounts set up with the new connection.

Please complete a data file backup and a final transaction download by this date.

Please complete the remaining steps of the conversion instructions as of this date.

Your transition instructions

• QuickBooks User Guide

Intuit aggregation services may be interrupted for up to 5 business days. You are encouraged to download a QFX/QBO file during this time. The following services may not work during that window.

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

If you have any questions, please contact us at 1.800.205.3464