Intuit Information

Intuit Users

Due to the core system conversion Intuit aggregation services (Express Web Connect) will be interrupted for up to 3-5 business days after conversion weekend. Intuit product users are encouraged to download a QFX/QBO file during this outage. The following services will not work during the outage:

  • Quicken Windows/Mac Express Web Connect
  • QuickBooks Online
  • Mint - Users should not open Mint for 3-5 business days after the conversion to ensure the Mint product is properly updated.

As part of our core system conversion, you will need to modify your settings in Quicken, QuickBooks and Mint.com to ensure the smooth transition of your data. Below you will find step by step instructions for various connections to each of the products.

QuickBooks

Direct Connect to Web Connect

QuickBooks DC to WC Windows (PDF)
QuickBooks DC to WC Mac (PDF)

Web Connect

QuickBooks WC Windows (PDF)
QuickBooks WC Mac (PDF)

QuickBooks Online Edition (PDF)

Quicken

Direct Connect to Web Connect

Quicken DC to WC Windows (PDF)
Quicken DC to WC Mac (PDF)

Direct Connect to Express Web Connect

Quicken DC to EWC Windows (PDF)
Quicken DC to EWC Mac (PDF)

Web Connect

Quicken WC Windows (PDF)
Quicken WC Mac (PDF)

Express Web Connect

Quicken EWC Windows (PDF)
Quicken EWC Mac (PDF)

Mint.com

Mint Conversion Information (PDF)