If you used any Intuit products with our old online banking system, you will need to modify your settings in Quicken and QuickBooks and to ensure the smooth transition of your data in digital banking. Below you will find step by step instructions for various connections to each of the products.
QuickBooks Desktop Conversion Instructions (PDF)
QuickBooks Online Conversion Instructions (PDF)
Quicken Conversion Instructions (PDF)
Select the appropriate Getting Started Guide to walk you through the process.
QuickBooks Self-Employed (PDF)