Quicken & QuickBooks Conversion

Listed below are instructions for those that are transitioning from another bank's online banking.  There are various instructions for different versions of software and types of downloading.  Please find the set of insturctions that applies to your situation and follow the directions within to make the switch. If you are unsure of which instructions apply to you or need help with the conversion, please contact Intuit Support.  You can also consult the Post-Conversion FAQ's.

IMPORTANT:  To avoid the possibility of creating duplicate records when downloading into QuickBooks and Quicken from the new online banking, select a “from” date that does not include records previously downloaded.

 

Quicken

For Web Connect:

For Express Web Connect:

QuickBooks

For Web Connect:

 

Post-Conversion FAQ's