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Intuit Post-Conversion Instructions

Intuit, the software provider for Quicken, QuickBooks and Mint, has created detailed instructions on how to connect your software to the new Online Banking system. Please download a copy for your records.

Instructions vary depending on your software and version. You may be required to make changes to your Intuit software or online configuration for the product to function properly. Please carefully review the downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed.

Account file downloads are available in Online Banking, under Transactions, under Downloads.

Web Connect users: Make changes to your Intuit software configuration on or after Tuesday, October 4. Quicken Express Web Connect, QuickBooks Online, and Mint users: Make changes to your Intuit software or online configuration on or after October 5.

Quicken

Quicken Version Connection Type
Quicken for Windows 2014-2016 Express Web Connect Download Instructions
Quicken for Windows 2014-2016 Web Connect Download Instructions
Quicken for Mac 2015-2016 Express Web Connect Download Instructions
Quicken for Mac 2015-2016 Web Connect Download Instructions
Quicken for Mac 2007 Web Connect Download Instructions

QuickBooks

QuickBooks Version
QuickBooks for Windows (Web Connect) Download Instructions
QuickBooks for Mac (Web Connect) Download Instructions
QuickBooks Online Edition Download Instructions

Mint

Mint.com Download Instructions